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WR Wealth Planners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WR Wealth Planners’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
-230
Closed -$10.9K – 1192
2024
Q3 		$10.9K Hold
230
– – ﹤0.01% 609
2024
Q2 		$10.5K Hold
230
– – ﹤0.01% 580
2024
Q1 		$9.69K Buy
+230
New +$9.25K ﹤0.01% 607

Other funds holding XLG

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

WR Wealth Planners's XLG Position: Q4 2024 in Review

WR Wealth Planners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, closing a stake of 230 shares — an estimated $10.9K sold.

WR Wealth Planners first reported a position in XLG in Q1 2024 and held it in 3 quarters. The position peaked at $10.9K in Q3 2024. 472 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

  • WR Wealth Planners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 230 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $10.9K.
  • WR Wealth Planners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's Invesco S&P 500 Top 50 ETF position peaked at $10.9K in Q3 2024.
  • 472 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.