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Little House Capital’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Little House Capital’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
Q1 		– Sell
-134,250
Closed -$4.96M – 154
2021
Q4 		$4.96M Buy
134,250
+5,050
+4% +$180K 2.62% 5
2021
Q3 		$4.26M Buy
+129,200
New +$4.38M 2.5% 6

Other funds holding XLG

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Little House Capital's XLG Position: Q1 2022 in Review

Little House Capital sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2022, closing a stake of 134,250 shares — an estimated $4.96M sold.

Little House Capital first reported a position in XLG in Q3 2021 and held it in 2 quarters. The position peaked at $4.96M in Q4 2021. 212 funds tracked by Wall St. Rank hold XLG as of Q1 2022.

  • Little House Capital reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2022 after selling out during the quarter.
  • Little House Capital sold 134,250 Invesco S&P 500 Top 50 ETF shares in Q1 2022, an estimated $4.96M.
  • Little House Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and held it in 2 quarters.
  • Little House Capital's Invesco S&P 500 Top 50 ETF position peaked at $4.96M in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2022.

Based on Little House Capital's 13F filing for Q1 2022, filed 16 May 2022.