Meridian Financial Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Meridian Financial Partners’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	–	Sell	-6,900	Closed	-$217K	–	91
2023 Q1	$217K	Sell	6,900 -2,170	-24%	-$63.6K	0.25%	43
2022 Q4	$254K	Buy	9,070 +10	+0.1%	+$282	0.29%	45
2022 Q3	$243K	Hold	9,060	–	–	0.34%	38
2022 Q2	$278K	Sell	9,060 -300	-3%	-$9.35K	0.19%	75
2022 Q1	$329K	Sell	9,360 -1,390	-13%	-$47.8K	0.49%	35
2021 Q4	$376K	Buy	10,750 +110	+1%	+$3.92K	0.25%	64
2021 Q3	$356K	Buy	10,640 +450	+4%	+$15.2K	0.24%	59
2021 Q2	$337K	Sell	10,190 -320	-3%	-$10K	0.23%	62
2021 Q1	$328K	Sell	10,510 -620	-6%	-$18.1K	0.25%	59
2020 Q4	$323K	Sell	11,130 -1,580	-12%	-$43K	0.25%	55
2020 Q3	$334K	Buy	12,710 +1,290	+11%	+$33.3K	0.28%	54
2020 Q2	$285K	Buy	+11,420	New	+$255K	0.26%	52

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GWSG

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

Meridian Financial Partners's XLG Position: Q2 2023 in Review

Meridian Financial Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2023, closing a stake of 6,900 shares — an estimated $217K sold.

Meridian Financial Partners first reported a position in XLG in Q2 2020 and held it in 12 quarters. The position peaked at $376K in Q4 2021. 221 funds tracked by Wall St. Rank hold XLG as of Q2 2023.

Meridian Financial Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2023 after selling out during the quarter.
Meridian Financial Partners sold 6,900 Invesco S&P 500 Top 50 ETF shares in Q2 2023, an estimated $217K.
Meridian Financial Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and held it in 12 quarters.
Meridian Financial Partners's Invesco S&P 500 Top 50 ETF position peaked at $376K in Q4 2021.
221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2023.

Based on Meridian Financial Partners's 13F filing for Q2 2023, filed 24 Jul 2023.