Avantax Planning Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-1,670	Closed	-$35K	–	1216
2018 Q3	$35K	Buy	+1,670	New	+$34.1K	﹤0.01%	568
2018 Q2	–	Sell	-1,670	Closed	-$31K	–	1510
2018 Q1	$31K	Buy	+1,670	New	+$32.5K	﹤0.01%	642

Other funds holding XLG

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WSTAM

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

Avantax Planning Partners's XLG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2018, closing a stake of 1,670 shares — an estimated $35K sold.

Avantax Planning Partners first reported a position in XLG in Q1 2018 and held it in 2 quarters. The position peaked at $35K in Q3 2018. 93 funds tracked by Wall St. Rank hold XLG as of Q4 2018.

Avantax Planning Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,670 Invesco S&P 500 Top 50 ETF shares in Q4 2018, an estimated $35K.
Avantax Planning Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Invesco S&P 500 Top 50 ETF position peaked at $35K in Q3 2018.
93 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.