Sargent Bickham Lagudis’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sargent Bickham Lagudis’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 Q4	$26K	Buy	940 +40	+4%	+$1.13K	﹤0.01%	557
2022 Q3	$24K	Hold	900	–	–	﹤0.01%	545
2022 Q2	$26K	Buy	900 +40	+5%	+$1.25K	﹤0.01%	540
2022 Q1	$30K	Buy	860 +50	+6%	+$1.72K	﹤0.01%	542
2021 Q4	$30K	Buy	810 +20	+3%	+$713	﹤0.01%	547
2021 Q3	$26K	Buy	790 +20	+3%	+$677	﹤0.01%	565
2021 Q2	$25K	Buy	770 +60	+8%	+$1.88K	﹤0.01%	575
2021 Q1	$21K	Buy	710 +110	+18%	+$3.2K	﹤0.01%	581
2020 Q4	$17K	Buy	600 +60	+11%	+$1.63K	﹤0.01%	583
2020 Q3	$14K	Hold	540	–	–	﹤0.01%	555
2020 Q2	$13K	Hold	540	–	–	﹤0.01%	545
2020 Q1	$11K	Buy	+540	New	+$12.2K	﹤0.01%	548

Other funds holding XLG

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sargent Bickham Lagudis's XLG Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.4% in Q4 2022, buying an estimated $1.13K and bringing the position to 940 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Sargent Bickham Lagudis first reported a position in XLG in Q1 2020 and has held it in 12 quarters since. The position peaked at $30K in Q1 2022. 204 funds tracked by Wall St. Rank hold XLG as of Q4 2022.

Sargent Bickham Lagudis held 940 shares of Invesco S&P 500 Top 50 ETF worth $26K as of Q4 2022.
Sargent Bickham Lagudis bought 40 Invesco S&P 500 Top 50 ETF shares in Q4 2022, an estimated $1.13K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #557 holding.
Sargent Bickham Lagudis first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and has held it in 12 quarters since.
Sargent Bickham Lagudis's Invesco S&P 500 Top 50 ETF position peaked at $30K in Q1 2022.
204 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.