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Ascension Capital Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ascension Capital 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
2020
Q1 		– Sell
-8,630
Closed -$201K – 56
2019
Q4 		$201K Buy
+8,630
New +$192K 0.14% 50

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ascension Capital Advisors's XLG Position: Q1 2020 in Review

Ascension Capital Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2020, closing a stake of 8,630 shares — an estimated $201K sold.

Ascension Capital Advisors first reported a position in XLG in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 114 funds tracked by Wall St. Rank hold XLG as of Q1 2020.

  • Ascension Capital Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2020 after selling out during the quarter.
  • Ascension Capital Advisors sold 8,630 Invesco S&P 500 Top 50 ETF shares in Q1 2020, an estimated $201K.
  • Ascension Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and held it in 1 quarter.
  • Ascension Capital Advisors's Invesco S&P 500 Top 50 ETF position peaked at $201K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2020.

Based on Ascension Capital Advisors's 13F filing for Q1 2020, filed 13 May 2020.