Moisand Fitzgerald Tamayo’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Moisand Fitzgerald Tamayo’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	-150	Closed	-$6K	–	668
2021 Q4	$6K	Buy	+150	New	+$5.35K	﹤0.01%	293
2021 Q3	–	Sell	-150	Closed	-$5K	–	428
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	319
2021 Q1	$4K	Buy	+150	New	+$4.37K	﹤0.01%	283

Other funds holding XLG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Moisand Fitzgerald Tamayo's XLG Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2022, closing a stake of 150 shares — an estimated $6K sold.

Moisand Fitzgerald Tamayo first reported a position in XLG in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 212 funds tracked by Wall St. Rank hold XLG as of Q1 2022.

Moisand Fitzgerald Tamayo reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 150 Invesco S&P 500 Top 50 ETF shares in Q1 2022, an estimated $6K.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's Invesco S&P 500 Top 50 ETF position peaked at $6K in Q4 2021.
212 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.