LB
XLG icon

Leo Brokerage’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Leo Brokerage’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
Q2 		$3.37M Buy
96,360
+200
+0.2% +$6.52K 0.38% 37
2023
Q1 		$2.99M Buy
+96,160
New +$2.82M 0.45% 40
2022
Q2 		$1.68M Buy
58,450
+19,860
+51% +$619K 0.45% 47
2022
Q1 		$1.36M Buy
+38,590
New +$1.33M 0.22% 74
2021
Q3 		$4.15M Buy
125,750
+22,860
+22% +$774K 0.77% 26
2021
Q2 		$3.35M Sell
102,890
-5,340
-5% -$167K 0.67% 32
2021
Q1 		$3.21M Sell
108,230
-6,550
-6% -$191K 0.91% 26
2020
Q4 		$3.27M Buy
+114,780
New +$3.13M 1.06% 24

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return