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

NovaPoint 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
2024 Q1	–	Sell	-7,252	Closed	-$274K	–	143
2023 Q4	$274K	Sell	7,252 -18	-0.2%	-$643	0.1%	106
2023 Q3	$247K	Hold	7,270	–	–	0.1%	112
2023 Q2	$254K	Hold	7,270	–	–	0.09%	114
2023 Q1	$226K	Sell	7,270 -210	-3%	-$6.16K	0.09%	117
2022 Q4	$206K	Buy	+7,480	New	+$211K	0.09%	118

Other funds holding XLG

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

WSTAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NovaPoint Capital's XLG Position: Q1 2024 in Review

NovaPoint Capital sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2024, closing a stake of 7,252 shares — an estimated $274K sold.

NovaPoint Capital first reported a position in XLG in Q4 2022 and held it in 5 quarters. The position peaked at $274K in Q4 2023. 340 funds tracked by Wall St. Rank hold XLG as of Q1 2024.

NovaPoint Capital reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2024 after selling out during the quarter.
NovaPoint Capital sold 7,252 Invesco S&P 500 Top 50 ETF shares in Q1 2024, an estimated $274K.
NovaPoint Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2022 and held it in 5 quarters.
NovaPoint Capital's Invesco S&P 500 Top 50 ETF position peaked at $274K in Q4 2023.
340 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2024.

Based on NovaPoint Capital's 13F filing for Q1 2024, filed 16 Apr 2024.