Kelly Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-989	Closed	-$45.2K	–	769
2024 Q2	$45.2K	Sell	989 -27	-3%	-$1.16K	0.02%	238
2024 Q1	$42.8K	Sell	1,016 -30	-3%	-$1.21K	0.02%	241
2023 Q4	$39.5K	Buy	1,046 +2	+0.2%	+$71	0.02%	232
2023 Q3	$35.5K	Sell	1,044 -56	-5%	-$1.97K	0.02%	219
2023 Q2	$38.3K	Buy	1,100 +10	+0.9%	+$326	0.02%	219
2023 Q1	$34K	Buy	+1,090	New	+$32K	0.02%	222
2020 Q2	–	Sell	-1,170	Closed	-$22.9K	–	618
2020 Q1	$22.9K	Buy	+1,170	New	+$26.4K	0.03%	124

Other funds holding XLG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kelly Financial Services's XLG Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2024, closing a stake of 989 shares — an estimated $45.2K sold.

Kelly Financial Services first reported a position in XLG in Q1 2020 and held it in 7 quarters. The position peaked at $45.2K in Q2 2024. 415 funds tracked by Wall St. Rank hold XLG as of Q3 2024.

Kelly Financial Services reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 989 Invesco S&P 500 Top 50 ETF shares in Q3 2024, an estimated $45.2K.
Kelly Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and held it in 7 quarters.
Kelly Financial Services's Invesco S&P 500 Top 50 ETF position peaked at $45.2K in Q2 2024.
415 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.