Ellevest Inc’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ellevest Inc’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	-830	Closed	-$20K	–	1347
2020 Q2	$20K	Buy	+830	New	+$18.6K	﹤0.01%	494

Other funds holding XLG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ellevest Inc's XLG Position: Q3 2020 in Review

Ellevest Inc sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2020, closing a stake of 830 shares — an estimated $20K sold.

Ellevest Inc first reported a position in XLG in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 157 funds tracked by Wall St. Rank hold XLG as of Q3 2020.

Ellevest Inc reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2020 after selling out during the quarter.
Ellevest Inc sold 830 Invesco S&P 500 Top 50 ETF shares in Q3 2020, an estimated $20K.
Ellevest Inc first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and held it in 1 quarter.
Ellevest Inc's Invesco S&P 500 Top 50 ETF position peaked at $20K in Q2 2020.
157 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.