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Castle Financial & Retirement Planning Associates’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Castle Financial & Retirement Planning Associates’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 		$78K Buy
+2,250
New +$80.2K 0.26% 34

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B 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 $530B 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

Castle Financial & Retirement Planning Associates's XLG Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q4 2021: 2,250 shares worth $78K. The stake represents 0.26% of the portfolio and ranks #34 among its holdings.

222 funds tracked by Wall St. Rank hold XLG as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 2,250 shares of Invesco S&P 500 Top 50 ETF worth $78K as of Q4 2021.
  • Invesco S&P 500 Top 50 ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Invesco S&P 500 Top 50 ETF made up 0.26% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #34 holding.
  • 222 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.