TIAA FSB’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

TIAA FSB’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 Q3	–	Sell	-7,660	Closed	-$220K	–	604
2022 Q2	$220K	Buy	+7,660	New	+$239K	﹤0.01%	547

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

WSTAM

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

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

GWSG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB's XLG Position: Q3 2022 in Review

TIAA FSB sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2022, closing a stake of 7,660 shares — an estimated $220K sold.

TIAA FSB first reported a position in XLG in Q2 2022 and held it in 1 quarter. The position peaked at $220K in Q2 2022. 203 funds tracked by Wall St. Rank hold XLG as of Q3 2022.

TIAA FSB reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2022 after selling out during the quarter.
TIAA FSB sold 7,660 Invesco S&P 500 Top 50 ETF shares in Q3 2022, an estimated $220K.
TIAA FSB first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and held it in 1 quarter.
TIAA FSB's Invesco S&P 500 Top 50 ETF position peaked at $220K in Q2 2022.
203 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2022.

Based on TIAA FSB's 13F filing for Q3 2022, filed 11 Oct 2022.