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Legacy Capital Group California’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Legacy Capital Group 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
2023
Q4 		– Sell
-15,690
Closed -$533K – 319
2023
Q3 		$533K Sell
15,690
-1,330
-8% -$46.8K 0.23% 130
2023
Q2 		$595K Buy
+17,020
New +$555K 0.25% 120

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Capital Group California's XLG Position: Q4 2023 in Review

Legacy Capital Group California sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2023, closing a stake of 15,690 shares — an estimated $533K sold.

Legacy Capital Group California first reported a position in XLG in Q2 2023 and held it in 2 quarters. The position peaked at $595K in Q2 2023. 279 funds tracked by Wall St. Rank hold XLG as of Q4 2023.

  • Legacy Capital Group California reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 15,690 Invesco S&P 500 Top 50 ETF shares in Q4 2023, an estimated $533K.
  • Legacy Capital Group California first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Invesco S&P 500 Top 50 ETF position peaked at $595K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.