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Koesten Hirschmann & Crabtree’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Koesten Hirschmann & Crabtree’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
-130
Closed -$4.04K – 254
2023
Q1 		$4.04K Buy
+130
New +$3.81K ﹤0.01% 142

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Koesten Hirschmann & Crabtree's XLG Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2023, closing a stake of 130 shares — an estimated $4.04K sold.

Koesten Hirschmann & Crabtree first reported a position in XLG in Q1 2023 and held it in 1 quarter. The position peaked at $4.04K in Q1 2023. 221 funds tracked by Wall St. Rank hold XLG as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 130 Invesco S&P 500 Top 50 ETF shares in Q2 2023, an estimated $4.04K.
  • Koesten Hirschmann & Crabtree first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Invesco S&P 500 Top 50 ETF position peaked at $4.04K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.