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

Cornerstone Wealth Management’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
Q2 		– Sell
-57,500
Closed -$1.12M – 410
2020
Q1 		$1.12M Buy
+57,500
New +$1.3M 0.22% 89

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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $170M AUM 21.01% 1-Year Est. Return

Cornerstone Wealth Management's XLG Position: Q2 2020 in Review

Cornerstone Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2020, closing a stake of 57,500 shares — an estimated $1.12M sold.

Cornerstone Wealth Management first reported a position in XLG in Q1 2020 and held it in 1 quarter. The position peaked at $1.12M in Q1 2020. 142 funds tracked by Wall St. Rank hold XLG as of Q2 2020.

  • Cornerstone Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 57,500 Invesco S&P 500 Top 50 ETF shares in Q2 2020, an estimated $1.12M.
  • Cornerstone Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.12M in Q1 2020.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2020.

Based on Cornerstone Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.