AGA
XLG icon

Accuvest Global Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Accuvest Global 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
2018
Q3 		– Sell
-54,500
Closed -$1.05M – 153
2018
Q2 		$1.05M Buy
+54,500
New +$1.05M 0.41% 41

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DFIG
Dragon Financial & Investment Group San Mateo, California $88.2M AUM 7.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Accuvest Global Advisors's XLG Position: Q3 2018 in Review

Accuvest Global Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2018, closing a stake of 54,500 shares — an estimated $1.05M sold.

Accuvest Global Advisors first reported a position in XLG in Q2 2018 and held it in 1 quarter. The position peaked at $1.05M in Q2 2018. 91 funds tracked by Wall St. Rank hold XLG as of Q3 2018.

  • Accuvest Global Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2018 after selling out during the quarter.
  • Accuvest Global Advisors sold 54,500 Invesco S&P 500 Top 50 ETF shares in Q3 2018, an estimated $1.05M.
  • Accuvest Global Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2018 and held it in 1 quarter.
  • Accuvest Global Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.05M in Q2 2018.
  • 91 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2018.

Based on Accuvest Global Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.