Laurel Wealth Advisors (California)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Laurel Wealth Advisors (California)’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 Q2	–	Sell	-5,990	Closed	-$211K	–	764
2022 Q1	$211K	Sell	5,990 -2,020	-25%	-$69.5K	0.02%	703
2021 Q4	$296K	Buy	8,010 +910	+13%	+$32.4K	0.02%	628
2021 Q3	$234K	Hold	7,100	–	–	0.04%	401
2021 Q2	$231K	Hold	7,100	–	–	0.03%	462
2021 Q1	$210K	Buy	+7,100	New	+$207K	0.03%	438
2016 Q2	–	Sell	-15,000	Closed	-$218K	–	330
2016 Q1	$218K	Buy	+15,000	New	+$208K	0.11%	219

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

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

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

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

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

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

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XLG Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2022, closing a stake of 5,990 shares — an estimated $211K sold.

Laurel Wealth Advisors (California) first reported a position in XLG in Q1 2016 and held it in 6 quarters. The position peaked at $296K in Q4 2021. 210 funds tracked by Wall St. Rank hold XLG as of Q2 2022.

Laurel Wealth Advisors (California) reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 5,990 Invesco S&P 500 Top 50 ETF shares in Q2 2022, an estimated $211K.
Laurel Wealth Advisors (California) first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2016 and held it in 6 quarters.
Laurel Wealth Advisors (California)'s Invesco S&P 500 Top 50 ETF position peaked at $296K in Q4 2021.
210 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.