LJAC
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L.J. Altfest & Co’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

L.J. Altfest & Co’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
2022
Q3 		– Sell
-12,530
Closed -$359K – 284
2022
Q2 		$359K Sell
12,530
-561,070
-98% -$17.5M 0.06% 182
2022
Q1 		$20.2M Buy
+573,600
New +$19.7M 3.6% 6

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

L.J. Altfest & Co's XLG Position: Q3 2022 in Review

L.J. Altfest & Co sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2022, closing a stake of 12,530 shares — an estimated $359K sold.

L.J. Altfest & Co first reported a position in XLG in Q1 2022 and held it in 2 quarters. The position peaked at $20.2M in Q1 2022. 203 funds tracked by Wall St. Rank hold XLG as of Q3 2022.

  • L.J. Altfest & Co reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 12,530 Invesco S&P 500 Top 50 ETF shares in Q3 2022, an estimated $359K.
  • L.J. Altfest & Co first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2022 and held it in 2 quarters.
  • L.J. Altfest & Co's Invesco S&P 500 Top 50 ETF position peaked at $20.2M in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2022.

Based on L.J. Altfest & Co's 13F filing for Q3 2022, filed 15 Nov 2022.