VVP
XLG icon

Venture Visionary Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Venture Visionary Partners’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
-380
Closed -$11.1K – 1569
2022
Q2 		$11.1K Buy
+380
New +$11.8K ﹤0.01% 1211

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Venture Visionary Partners's XLG Position: Q3 2022 in Review

Venture Visionary Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2022, closing a stake of 380 shares — an estimated $11.1K sold.

Venture Visionary Partners first reported a position in XLG in Q2 2022 and held it in 1 quarter. The position peaked at $11.1K in Q2 2022. 203 funds tracked by Wall St. Rank hold XLG as of Q3 2022.

  • Venture Visionary Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 380 Invesco S&P 500 Top 50 ETF shares in Q3 2022, an estimated $11.1K.
  • Venture Visionary Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Invesco S&P 500 Top 50 ETF position peaked at $11.1K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.