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Platte River Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Platte River Wealth Advisors’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
Q3 		$746K Buy
15,699
+1,388
+10% +$63.8K 0.2% 56
2024
Q2 		$655K Buy
14,311
+1,955
+16% +$83.9K 0.18% 58
2024
Q1 		$521K Buy
+12,356
New +$497K 0.15% 63

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Platte River Wealth Advisors's XLG Position: Q3 2024 in Review

Platte River Wealth Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.7% in Q3 2024, buying an estimated $63.8K and bringing the position to 15,699 shares worth $746K. The position accounts for 0.2% of the portfolio, ranked #56.

Platte River Wealth Advisors first reported a position in XLG in Q1 2024 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold XLG as of Q3 2024.

  • Platte River Wealth Advisors held 15,699 shares of Invesco S&P 500 Top 50 ETF worth $746K as of Q3 2024.
  • Platte River Wealth Advisors bought 1,388 Invesco S&P 500 Top 50 ETF shares in Q3 2024, an estimated $63.8K.
  • Invesco S&P 500 Top 50 ETF made up 0.2% of Platte River Wealth Advisors's portfolio in Q3 2024, its #56 holding.
  • Platte River Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.