Number of Shares
1.24 Mil
Current Holdings Value*
$56.88 Mil
% of Portfolio
7.68%
Total Estimate Gain
$18.11 Mil
% of Total Estimate Gain
33.81%

GPS Wealth Strategies Group, LLC's Invesco S&P 500 Top 50 ETF Holding Summary

As of 2025-03-31, GPS Wealth Strategies Group, LLC held 1.24 Mil shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $56.88 Mil. This investment constitutes 7.68% of their stock portfolio, and GPS Wealth Strategies Group, LLC now holds 0.71% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.

The initial trade took place in 2021Q1. And since then GPS Wealth Strategies Group, LLC has made 15 purchases of XLG, at an average price of $36.00, for a total of 1.49 Mil shares. In addition, there have been 2 sales at an average price of $28.97 for 251,770.00 shares. Based on historical transaction data and XLG's current price of $52.08, GPS Wealth Strategies Group, LLC's estimated gain on his XLG holdings is $18.11 Mil, reflecting a 33.81% gain to date.

GPS Wealth Strategies Group, LLC XLG ($52.08) Holding Chart

GPS Wealth Strategies Group, LLC XLG ($52.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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