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TFC Financial Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

TFC Financial Management’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
2022
Q4 		– Sell
-750
Closed -$20K – 565
2022
Q3 		$20K Buy
+750
New +$22.6K 0.01% 253

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TFC Financial Management's XLG Position: Q4 2022 in Review

TFC Financial Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2022, closing a stake of 750 shares — an estimated $20K sold.

TFC Financial Management first reported a position in XLG in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 204 funds tracked by Wall St. Rank hold XLG as of Q4 2022.

  • TFC Financial Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2022 after selling out during the quarter.
  • TFC Financial Management sold 750 Invesco S&P 500 Top 50 ETF shares in Q4 2022, an estimated $20K.
  • TFC Financial Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2022 and held it in 1 quarter.
  • TFC Financial Management's Invesco S&P 500 Top 50 ETF position peaked at $20K in Q3 2022.
  • 204 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2022.

Based on TFC Financial Management's 13F filing for Q4 2022, filed 13 Feb 2023.