Stuart Chaussee & Associates’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Stuart Chaussee & Associates’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 Q2	–	Sell	-230	Closed	-$7.14K	–	140
2023 Q1	$7.14K	Hold	230	–	–	﹤0.01%	106
2022 Q4	$6.35K	Hold	230	–	–	﹤0.01%	122
2022 Q3	$6K	Hold	230	–	–	0.01%	119
2022 Q2	$7K	Buy	+230	New	+$7.17K	0.02%	119

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

WSTAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GWSG

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

Stuart Chaussee & Associates's XLG Position: Q2 2023 in Review

Stuart Chaussee & Associates sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2023, closing a stake of 230 shares — an estimated $7.14K sold.

Stuart Chaussee & Associates first reported a position in XLG in Q2 2022 and held it in 4 quarters. The position peaked at $7.14K in Q1 2023. 221 funds tracked by Wall St. Rank hold XLG as of Q2 2023.

Stuart Chaussee & Associates reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2023 after selling out during the quarter.
Stuart Chaussee & Associates sold 230 Invesco S&P 500 Top 50 ETF shares in Q2 2023, an estimated $7.14K.
Stuart Chaussee & Associates first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and held it in 4 quarters.
Stuart Chaussee & Associates's Invesco S&P 500 Top 50 ETF position peaked at $7.14K in Q1 2023.
221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2023.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2023, filed 4 Aug 2023.