LTI
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Laffer Tengler Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Laffer Tengler Investments’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
Q4 		– Sell
-120
Closed -$3.23K – 483
2022
Q3 		$3.23K Buy
+120
New +$3.62K ﹤0.01% 350

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Laffer Tengler Investments's XLG Position: Q4 2022 in Review

Laffer Tengler Investments sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2022, closing a stake of 120 shares — an estimated $3.23K sold.

Laffer Tengler Investments first reported a position in XLG in Q3 2022 and held it in 1 quarter. The position peaked at $3.23K in Q3 2022. 205 funds tracked by Wall St. Rank hold XLG as of Q4 2022.

  • Laffer Tengler Investments reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2022 after selling out during the quarter.
  • Laffer Tengler Investments sold 120 Invesco S&P 500 Top 50 ETF shares in Q4 2022, an estimated $3.23K.
  • Laffer Tengler Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2022 and held it in 1 quarter.
  • Laffer Tengler Investments's Invesco S&P 500 Top 50 ETF position peaked at $3.23K in Q3 2022.
  • 205 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2022.

Based on Laffer Tengler Investments's 13F filing for Q4 2022, filed 10 Feb 2023.