Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 6 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in INVESCO EXCHANGE TRADED FD T (XLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 48,725 | +2,249 | +4.8% | 1.08% | $2.8M | $57.43 |
| 2025 Q2 | ADDED | 46,476 | +229 | +0.5% | 1.05% | $2.4M | $51.93 |
| 2025 Q1 | ADDED | 46,247 | +3,132 | +7.3% | 0.98% | $2.1M | $45.78 |
| 2024 Q4 | ADDED | 43,115 | +36,850 | +588.2% | 0.95% | $2.2M | $49.60 |
| 2024 Q3 | ADDED | 6,265 | +765 | +13.9% | 0.13% | $298K | $47.11 |
| 2024 Q2 | INITIATED | 5,500 | — | — | 0.12% | $252K | — |
As of 2025 Q4 — sorted by position size