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

Burt 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
2016
Q2 		– Sell
-200
Closed -$3K – 569
2016
Q1 		$3K Buy
+200
New +$2.78K ﹤0.01% 437

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $2.1B AUM 2.15% 1-Year Est. Return

Burt Wealth Advisors's XLG Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2016, closing a stake of 200 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in XLG in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 75 funds tracked by Wall St. Rank hold XLG as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 200 Invesco S&P 500 Top 50 ETF shares in Q2 2016, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3K in Q1 2016.
  • 75 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.