Acorn Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Acorn Wealth 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	-2,980	Closed	-$58K	–	455
2018 Q2	$58K	Hold	2,980	–	–	0.05%	249
2018 Q1	$56K	Buy	2,980 +90	+3%	+$1.75K	0.05%	250
2017 Q4	$56K	Buy	+2,890	New	+$53.4K	0.05%	241

Other funds holding XLG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Acorn Wealth Advisors's XLG Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2018, closing a stake of 2,980 shares — an estimated $58K sold.

Acorn Wealth Advisors first reported a position in XLG in Q4 2017 and held it in 3 quarters. The position peaked at $58K in Q2 2018. 91 funds tracked by Wall St. Rank hold XLG as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 2,980 Invesco S&P 500 Top 50 ETF shares in Q3 2018, an estimated $58K.
Acorn Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $58K in Q2 2018.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.