KWB Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

KWB Wealth’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 Q1	–	Sell	-76,475	Closed	-$2.88M	–	145
2023 Q4	$2.88M	Buy	+76,475	New	+$2.73M	0.42%	31

Other funds holding XLG

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

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

KWB Wealth's XLG Position: Q1 2024 in Review

KWB Wealth sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2024, closing a stake of 76,475 shares — an estimated $2.88M sold.

KWB Wealth first reported a position in XLG in Q4 2023 and held it in 1 quarter. The position peaked at $2.88M in Q4 2023. 340 funds tracked by Wall St. Rank hold XLG as of Q1 2024.

KWB Wealth reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2024 after selling out during the quarter.
KWB Wealth sold 76,475 Invesco S&P 500 Top 50 ETF shares in Q1 2024, an estimated $2.88M.
KWB Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 1 quarter.
KWB Wealth's Invesco S&P 500 Top 50 ETF position peaked at $2.88M in Q4 2023.
340 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2024.

Based on KWB Wealth's 13F filing for Q1 2024, filed 19 Apr 2024.