PAG
XLG icon

Private Advisory Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Private Advisory Group’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
Q3 		– Sell
-53,650
Closed -$1.54M – 219
2022
Q2 		$1.54M Buy
+53,650
New +$1.67M 0.35% 65
2019
Q4 		– Sell
-29,520
Closed -$627K – 131
2019
Q3 		$627K Buy
29,520
+1,400
+5% +$29.7K 0.28% 58
2019
Q2 		$590K Buy
+28,120
New +$583K 0.27% 74
2018
Q1 		– Sell
-15,600
Closed -$296K – 141
2017
Q4 		$296K Sell
15,600
-2,930
-16% -$54.2K 0.16% 107
2017
Q3 		$329K Buy
18,530
+2,730
+17% +$47.8K 0.19% 91
2017
Q2 		$271K Buy
+15,800
New +$268K 0.16% 112

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return