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

Cornerstone Advisory’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
2022
Q1 		– Sell
-960
Closed -$36K – 797
2021
Q4 		$36K Buy
+960
New +$34.2K 0.01% 457

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cornerstone Advisory's XLG Position: Q1 2022 in Review

Cornerstone Advisory sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2022, closing a stake of 960 shares — an estimated $36K sold.

Cornerstone Advisory first reported a position in XLG in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 213 funds tracked by Wall St. Rank hold XLG as of Q1 2022.

  • Cornerstone Advisory reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 960 Invesco S&P 500 Top 50 ETF shares in Q1 2022, an estimated $36K.
  • Cornerstone Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Invesco S&P 500 Top 50 ETF position peaked at $36K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.