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Lionsbridge Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Lionsbridge Wealth Management’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
2024
Q4 		– Sell
-37,961
Closed -$1.8M – 73
2024
Q3 		$1.8M Buy
+37,961
New +$1.74M 1.43% 25

Other funds holding XLG

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lionsbridge Wealth Management's XLG Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, closing a stake of 37,961 shares — an estimated $1.8M sold.

Lionsbridge Wealth Management first reported a position in XLG in Q3 2024 and held it in 1 quarter. The position peaked at $1.8M in Q3 2024. 473 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

  • Lionsbridge Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 37,961 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $1.8M.
  • Lionsbridge Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.8M in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.