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Claraphi Advisory Network’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Claraphi Advisory Network’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
Q3 		– Sell
-17,200
Closed -$409K – 313
2020
Q2 		$409K Buy
+17,200
New +$385K 0.17% 122

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Claraphi Advisory Network's XLG Position: Q3 2020 in Review

Claraphi Advisory Network sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2020, closing a stake of 17,200 shares — an estimated $409K sold.

Claraphi Advisory Network first reported a position in XLG in Q2 2020 and held it in 1 quarter. The position peaked at $409K in Q2 2020. 157 funds tracked by Wall St. Rank hold XLG as of Q3 2020.

  • Claraphi Advisory Network reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 17,200 Invesco S&P 500 Top 50 ETF shares in Q3 2020, an estimated $409K.
  • Claraphi Advisory Network first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Invesco S&P 500 Top 50 ETF position peaked at $409K in Q2 2020.
  • 157 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2020.

Based on Claraphi Advisory Network's 13F filing for Q3 2020, filed 13 Nov 2020.