West Paces Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

West Paces 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
2023 Q2	–	Sell	-30	Closed	-$932	–	569
2023 Q1	$932	Hold	30	–	–	﹤0.01%	514
2022 Q4	$828	Hold	30	–	–	﹤0.01%	487
2022 Q3	$808	Buy	+30	New	+$905	﹤0.01%	479

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

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

WSTAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

GWSG

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

West Paces Advisors's XLG Position: Q2 2023 in Review

West Paces Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2023, closing a stake of 30 shares — an estimated $932 sold.

West Paces Advisors first reported a position in XLG in Q3 2022 and held it in 3 quarters. The position peaked at $932 in Q1 2023. 221 funds tracked by Wall St. Rank hold XLG as of Q2 2023.

West Paces Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2023 after selling out during the quarter.
West Paces Advisors sold 30 Invesco S&P 500 Top 50 ETF shares in Q2 2023, an estimated $932.
West Paces Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2022 and held it in 3 quarters.
West Paces Advisors's Invesco S&P 500 Top 50 ETF position peaked at $932 in Q1 2023.
221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2023.

Based on West Paces Advisors's 13F filing for Q2 2023, filed 18 Dec 2023.