JP Morgan Private Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,260	Closed	-$225K	–	1929
2023 Q1	$225K	Buy	+7,260	New	+$213K	﹤0.01%	1787
2022 Q3	–	Sell	-7,760	Closed	-$222K	–	1989
2022 Q2	$222K	Buy	7,760 +1,270	+20%	+$39.6K	﹤0.01%	1783
2022 Q1	$228K	Hold	6,490	–	–	﹤0.01%	1864
2021 Q4	$240K	Hold	6,490	–	–	﹤0.01%	1844
2021 Q3	$214K	Hold	6,490	–	–	﹤0.01%	1832
2021 Q2	$211K	Buy	+6,490	New	+$203K	﹤0.01%	1817
2021 Q1	–	Sell	-8,940	Closed	-$255K	–	1806
2020 Q4	$255K	Buy	+8,940	New	+$243K	﹤0.01%	1563

Other funds holding XLG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XLG Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2023, closing a stake of 7,260 shares — an estimated $225K sold.

JP Morgan Private Wealth Advisors first reported a position in XLG in Q4 2020 and held it in 7 quarters. The position peaked at $255K in Q4 2020. 222 funds tracked by Wall St. Rank hold XLG as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,260 Invesco S&P 500 Top 50 ETF shares in Q2 2023, an estimated $225K.
JP Morgan Private Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $255K in Q4 2020.
222 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.