VAMG
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Voisard Asset Management Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Voisard Asset Management Group’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
2024
Q4 		– Sell
-750
Closed -$35.6K – 692
2024
Q3 		$35.6K Hold
750
– – 0.01% 220
2024
Q2 		$34.3K Hold
750
– – 0.02% 195
2024
Q1 		$31.6K Hold
750
– – 0.02% 165
2023
Q4 		$28.3K Buy
+750
New +$26.8K 0.02% 181

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Voisard Asset Management Group's XLG Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, closing a stake of 750 shares — an estimated $35.6K sold.

Voisard Asset Management Group first reported a position in XLG in Q4 2023 and held it in 4 quarters. The position peaked at $35.6K in Q3 2024. 473 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 750 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $35.6K.
  • Voisard Asset Management Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Invesco S&P 500 Top 50 ETF position peaked at $35.6K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.