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Salem Investment Counselors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Salem Investment Counselors’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
2023
Q1 		– Sell
-560
Closed -$15.5K – 1165
2022
Q4 		$15.5K Hold
560
– – ﹤0.01% 701
2022
Q3 		$15K Hold
560
– – ﹤0.01% 687
2022
Q2 		$16K Buy
+560
New +$17.5K ﹤0.01% 710

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Salem Investment Counselors's XLG Position: Q1 2023 in Review

Salem Investment Counselors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2023, closing a stake of 560 shares — an estimated $15.5K sold.

Salem Investment Counselors first reported a position in XLG in Q2 2022 and held it in 3 quarters. The position peaked at $16K in Q2 2022. 210 funds tracked by Wall St. Rank hold XLG as of Q1 2023.

  • Salem Investment Counselors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 560 Invesco S&P 500 Top 50 ETF shares in Q1 2023, an estimated $15.5K.
  • Salem Investment Counselors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and held it in 3 quarters.
  • Salem Investment Counselors's Invesco S&P 500 Top 50 ETF position peaked at $16K in Q2 2022.
  • 210 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2023.

Based on Salem Investment Counselors's 13F filing for Q1 2023, filed 11 May 2023.