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

Ransom Advisory’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
Q4 		– Sell
-670
Closed -$31.8K – 418
2024
Q3 		$31.8K Sell
670
-40
-6% -$1.84K 0.01% 264
2024
Q2 		$32.5K Hold
710
– – 0.02% 254
2024
Q1 		$29.9K Buy
+710
New +$28.6K 0.02% 220

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ransom Advisory's XLG Position: Q4 2024 in Review

Ransom Advisory sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, closing a stake of 670 shares — an estimated $31.8K sold.

Ransom Advisory first reported a position in XLG in Q1 2024 and held it in 3 quarters. The position peaked at $32.5K in Q2 2024. 473 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

  • Ransom Advisory reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2024 after selling out during the quarter.
  • Ransom Advisory sold 670 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $31.8K.
  • Ransom Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 3 quarters.
  • Ransom Advisory's Invesco S&P 500 Top 50 ETF position peaked at $32.5K in Q2 2024.
  • 473 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on Ransom Advisory's 13F filing for Q4 2024, filed 22 Jan 2026.