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

Doyle 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
2019
Q3 		– Sell
-570
Closed -$12K – 782
2019
Q2 		$12K Buy
+570
New +$11.8K ﹤0.01% 605

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Doyle Wealth Management's XLG Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2019, closing a stake of 570 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in XLG in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 110 funds tracked by Wall St. Rank hold XLG as of Q3 2019.

  • Doyle Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 570 Invesco S&P 500 Top 50 ETF shares in Q3 2019, an estimated $12K.
  • Doyle Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $12K in Q2 2019.
  • 110 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.