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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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