Sutton Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sutton Wealth Advisors’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	$276K	Hold	8,130	–	–	0.14%	91
2023 Q2	$284K	Hold	8,130	–	–	0.14%	90
2023 Q1	$252K	Hold	8,130	–	–	0.13%	89
2022 Q4	$224K	Hold	8,130	–	–	0.09%	159
2022 Q3	$219K	Hold	8,130	–	–	0.09%	162
2022 Q2	$233K	Hold	8,130	–	–	0.09%	149
2022 Q1	$286K	Hold	8,130	–	–	0.1%	145
2021 Q4	$300K	Hold	8,130	–	–	0.1%	133
2021 Q3	$268K	Hold	8,130	–	–	0.1%	142
2021 Q2	$265K	Sell	8,130 -350	-4%	-$11K	0.1%	146
2021 Q1	$251K	Hold	8,480	–	–	0.1%	142
2020 Q4	$242K	Hold	8,480	–	–	0.1%	140
2020 Q3	$222K	Sell	8,480 -180	-2%	-$4.65K	0.11%	135
2020 Q2	$206K	Hold	8,660	–	–	0.11%	136
2020 Q1	$169K	Sell	8,660 -1,370	-14%	-$30.9K	0.11%	143
2019 Q4	$234K	Hold	10,030	–	–	0.12%	135
2019 Q3	$213K	Hold	10,030	–	–	0.12%	140
2019 Q2	$210K	Hold	10,030	–	–	0.12%	135
2019 Q1	$204K	Hold	10,030	–	–	0.12%	138
2018 Q4	$180K	Hold	10,030	–	–	0.12%	140
2018 Q3	$210K	Hold	10,030	–	–	0.14%	124
2018 Q2	$193K	Hold	10,030	–	–	0.13%	126
2018 Q1	$187K	Hold	10,030	–	–	0.13%	128
2017 Q4	$191K	Hold	10,030	–	–	0.14%	131
2017 Q3	$178K	Hold	10,030	–	–	0.14%	129
2017 Q2	$172K	Hold	10,030	–	–	0.14%	133
2017 Q1	$168K	Hold	10,030	–	–	0.14%	124
2016 Q4	$158K	Hold	10,030	–	–	0.14%	126
2016 Q3	$153K	Sell	10,030 -1,970	-16%	-$30.1K	0.14%	124
2016 Q2	$177K	Hold	12,000	–	–	0.17%	102
2016 Q1	$174K	Buy	+12,000	New	+$167K	0.17%	103

Other funds holding XLG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sutton Wealth Advisors's XLG Position: Q3 2023 in Review

Sutton Wealth Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2023 at 8,130 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #91.

Sutton Wealth Advisors first reported a position in XLG in Q1 2016 and has held it in 31 quarters since. The position peaked at $300K in Q4 2021. 234 funds tracked by Wall St. Rank hold XLG as of Q3 2023.

Sutton Wealth Advisors held 8,130 shares of Invesco S&P 500 Top 50 ETF worth $276K as of Q3 2023.
Sutton Wealth Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2023.
Invesco S&P 500 Top 50 ETF made up 0.14% of Sutton Wealth Advisors's portfolio in Q3 2023, its #91 holding.
Sutton Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $300K in Q4 2021.
234 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.