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Ameritas Investment Company’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$1.57M Buy
47,550
+43,060
+959% +$1.46M 0.07% 215
2021
Q2 		$707K Sell
4,490
-3,390
-43% -$106K 0.03% 352
2021
Q1 		$234K Buy
+7,880
New +$230K 0.02% 532

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameritas Investment Company's XLG Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 959% in Q3 2021, buying an estimated $1.46M and bringing the position to 47,550 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #215.

Ameritas Investment Company first reported a position in XLG in Q1 2021 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold XLG as of Q3 2021.

  • Ameritas Investment Company held 47,550 shares of Invesco S&P 500 Top 50 ETF worth $1.57M as of Q3 2021.
  • Ameritas Investment Company bought 43,060 Invesco S&P 500 Top 50 ETF shares in Q3 2021, an estimated $1.46M.
  • Invesco S&P 500 Top 50 ETF made up 0.07% of Ameritas Investment Company's portfolio in Q3 2021, its #215 holding.
  • Ameritas Investment Company first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.