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	–	1804
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $364M AUM 11.96% 1-Year Est. Return

Arkadios Wealth Advisors's XLG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2021, closing a stake of 460 shares — an estimated $15K sold.

Arkadios Wealth Advisors first reported a position in XLG in Q1 2020 and held it in 7 quarters. The position peaked at $77K in Q2 2021. 221 funds tracked by Wall St. Rank hold XLG as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 460 Invesco S&P 500 Top 50 ETF shares in Q4 2021, an estimated $15K.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and held it in 7 quarters.
Arkadios Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $77K in Q2 2021.
221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.