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Second Half Financial Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-186,590
Closed -$6.53M – 147
2023
Q2 		$6.53M Buy
+186,590
New +$6.08M 1.49% 15

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Second Half Financial Partners's XLG Position: Q3 2023 in Review

Second Half Financial Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2023, closing a stake of 186,590 shares — an estimated $6.53M sold.

Second Half Financial Partners first reported a position in XLG in Q2 2023 and held it in 1 quarter. The position peaked at $6.53M in Q2 2023. 233 funds tracked by Wall St. Rank hold XLG as of Q3 2023.

  • Second Half Financial Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 186,590 Invesco S&P 500 Top 50 ETF shares in Q3 2023, an estimated $6.53M.
  • Second Half Financial Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Invesco S&P 500 Top 50 ETF position peaked at $6.53M in Q2 2023.
  • 233 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.