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TAP Consulting’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

TAP Consulting’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
2024
Q4 		$6.02M Buy
120,442
+16,117
+15% +$793K 1.23% 20
2024
Q3 		$4.96M Buy
104,325
+234
+0.2% +$10.8K 0.98% 31
2024
Q2 		$4.76M Buy
104,091
+36,421
+54% +$1.56M 1% 31
2024
Q1 		$2.85M Buy
+67,670
New +$2.72M 0.63% 44

Other funds holding XLG

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TAP Consulting's XLG Position: Q4 2024 in Review

TAP Consulting increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 15% in Q4 2024, buying an estimated $793K and bringing the position to 120,442 shares worth $6.02M. The position accounts for 1.23% of the portfolio, ranked #20.

TAP Consulting first reported a position in XLG in Q1 2024 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

  • TAP Consulting held 120,442 shares of Invesco S&P 500 Top 50 ETF worth $6.02M as of Q4 2024.
  • TAP Consulting bought 16,117 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $793K.
  • Invesco S&P 500 Top 50 ETF made up 1.23% of TAP Consulting's portfolio in Q4 2024, its #20 holding.
  • TAP Consulting first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.