Koshinski Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Koshinski Asset Management’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 Q4	–	Sell	-14,311	Closed	-$486K	–	650
2023 Q3	$486K	Sell	14,311 -139	-1%	-$4.89K	0.06%	327
2023 Q2	$505K	Sell	14,450 -11,660	-45%	-$380K	0.05%	335
2023 Q1	$811K	Buy	26,110 +40	+0.2%	+$1.17K	0.08%	243
2022 Q4	$719K	Sell	26,070 -40	-0.2%	-$1.13K	0.07%	287
2022 Q3	$703K	Buy	26,110 +120	+0.5%	+$3.62K	0.08%	263
2022 Q2	$745K	Sell	25,990 -12,220	-32%	-$381K	0.07%	285
2022 Q1	$1.34M	Buy	38,210 +37,820	+9,697%	+$1.3M	0.11%	195
2021 Q4	$14.4K	Buy	390 +320	+457%	+$11.4K	﹤0.01%	1530
2021 Q3	$2.31K	Buy	+70	New	+$2.37K	﹤0.01%	1991

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

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

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

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

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

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

WSTAM

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Koshinski Asset Management's XLG Position: Q4 2023 in Review

Koshinski Asset Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2023, closing a stake of 14,311 shares — an estimated $486K sold.

Koshinski Asset Management first reported a position in XLG in Q3 2021 and held it in 9 quarters. The position peaked at $1.34M in Q1 2022. 279 funds tracked by Wall St. Rank hold XLG as of Q4 2023.

Koshinski Asset Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2023 after selling out during the quarter.
Koshinski Asset Management sold 14,311 Invesco S&P 500 Top 50 ETF shares in Q4 2023, an estimated $486K.
Koshinski Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and held it in 9 quarters.
Koshinski Asset Management's Invesco S&P 500 Top 50 ETF position peaked at $1.34M in Q1 2022.
279 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2023.

Based on Koshinski Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.