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Archford Capital Strategies’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Archford Capital Strategies’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
2014
Q2 		– Sell
-470
Closed -$6.09K – 957
2014
Q1 		$6.09K Buy
+470
New +$6K 0.01% 505

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Archford Capital Strategies's XLG Position: Q2 2014 in Review

Archford Capital Strategies sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2014, closing a stake of 470 shares — an estimated $6.09K sold.

Archford Capital Strategies first reported a position in XLG in Q1 2014 and held it in 1 quarter. The position peaked at $6.09K in Q1 2014. 55 funds tracked by Wall St. Rank hold XLG as of Q2 2014.

  • Archford Capital Strategies reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 470 Invesco S&P 500 Top 50 ETF shares in Q2 2014, an estimated $6.09K.
  • Archford Capital Strategies first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2014 and held it in 1 quarter.
  • Archford Capital Strategies's Invesco S&P 500 Top 50 ETF position peaked at $6.09K in Q1 2014.
  • 55 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2014.

Based on Archford Capital Strategies's 13F filing for Q2 2014, filed 1 Oct 2014.