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

Ten Capital 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 Q2	–	Sell	-1,520	Closed	-$47.2K	–	551
2023 Q1	$47.2K	Hold	1,520	–	–	0.02%	226
2022 Q4	$41.9K	Hold	1,520	–	–	0.02%	184
2022 Q3	$41K	Hold	1,520	–	–	0.02%	168
2022 Q2	$44K	Hold	1,520	–	–	0.02%	156
2022 Q1	$53K	Hold	1,520	–	–	0.02%	146
2021 Q4	$56K	Hold	1,520	–	–	0.02%	124
2021 Q3	$50K	Hold	1,520	–	–	0.02%	132
2021 Q2	$49K	Buy	+1,520	New	+$47.7K	0.01%	184

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

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

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

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

GWSG

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

Ten Capital Wealth Advisors's XLG Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2023, closing a stake of 1,520 shares — an estimated $47.2K sold.

Ten Capital Wealth Advisors first reported a position in XLG in Q2 2021 and held it in 8 quarters. The position peaked at $56K in Q4 2021. 222 funds tracked by Wall St. Rank hold XLG as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,520 Invesco S&P 500 Top 50 ETF shares in Q2 2023, an estimated $47.2K.
Ten Capital Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2021 and held it in 8 quarters.
Ten Capital Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $56K in Q4 2021.
222 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.