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

V 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
2022 Q3	–	Sell	-7,230	Closed	-$207K	–	424
2022 Q2	$207K	Hold	7,230	–	–	0.04%	384
2022 Q1	$254K	Hold	7,230	–	–	0.04%	376
2021 Q4	$267K	Sell	7,230 -90	-1%	-$3.21K	0.04%	375
2021 Q3	$242K	Sell	7,320 -300	-4%	-$10.2K	0.04%	394
2021 Q2	$247K	Buy	+7,620	New	+$239K	0.04%	404
2020 Q2	–	Sell	-10,430	Closed	-$204K	–	391
2020 Q1	$204K	Buy	+10,430	New	+$235K	0.06%	289
2017 Q3	–	Sell	-2,000	Closed	-$34K	–	718
2017 Q2	$34K	Buy	+2,000	New	+$34K	0.02%	372

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

V Wealth Advisors's XLG Position: Q3 2022 in Review

V Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2022, closing a stake of 7,230 shares — an estimated $207K sold.

V Wealth Advisors first reported a position in XLG in Q2 2017 and held it in 7 quarters. The position peaked at $267K in Q4 2021. 203 funds tracked by Wall St. Rank hold XLG as of Q3 2022.

V Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 7,230 Invesco S&P 500 Top 50 ETF shares in Q3 2022, an estimated $207K.
V Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2017 and held it in 7 quarters.
V Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $267K in Q4 2021.
203 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.