Zimmermann Investment Management & Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Zimmermann Investment Management & Planning’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	-6,695	Closed	-$318K	–	137
2024 Q3	$318K	Sell	6,695 -74	-1%	-$3.4K	0.1%	108
2024 Q2	$310K	Buy	6,769 +353	+6%	+$15.2K	0.1%	106
2024 Q1	$270K	Hold	6,416	–	–	0.1%	114
2023 Q4	$242K	Sell	6,416 -853	-12%	-$30.4K	0.1%	109
2023 Q3	$247K	Buy	7,269 +29	+0.4%	+$1.02K	0.12%	93
2023 Q2	$253K	Buy	7,240 +120	+2%	+$3.91K	0.12%	94
2023 Q1	$221K	Buy	+7,120	New	+$209K	0.12%	104
2022 Q4	–	Sell	-14,840	Closed	-$399K	–	99
2022 Q3	$399K	Sell	14,840 -31,970	-68%	-$964K	0.25%	61
2022 Q2	$1.34M	Sell	46,810 -1,410	-3%	-$43.9K	0.92%	33
2022 Q1	$1.7M	Sell	48,220 -1,710	-3%	-$58.8K	1.01%	29
2021 Q4	$1.84M	Buy	+49,930	New	+$1.78M	1.03%	32

Other funds holding XLG

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Zimmermann Investment Management & Planning's XLG Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, closing a stake of 6,695 shares — an estimated $318K sold.

Zimmermann Investment Management & Planning first reported a position in XLG in Q4 2021 and held it in 11 quarters. The position peaked at $1.84M in Q4 2021. 472 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 6,695 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $318K.
Zimmermann Investment Management & Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and held it in 11 quarters.
Zimmermann Investment Management & Planning's Invesco S&P 500 Top 50 ETF position peaked at $1.84M in Q4 2021.
472 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.