AWA
XLG icon

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

Arkadios 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
2021
Q4 		– Sell
-460
Closed -$15K – 1806
2021
Q3 		$15K Sell
460
-1,920
-81% -$65K ﹤0.01% 1329
2021
Q2 		$77K Buy
2,380
+1,900
+396% +$59.6K 0.01% 802
2021
Q1 		$14K Sell
480
-70
-13% -$2.04K ﹤0.01% 1094
2020
Q4 		$15K Buy
550
+250
+83% +$6.81K ﹤0.01% 852
2020
Q3 		$8.17K Hold
300
– – ﹤0.01% 784
2020
Q2 		$7.54K Hold
300
– – ﹤0.01% 722
2020
Q1 		$5.89K Buy
+300
New +$6.76K ﹤0.01% 752

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return