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Engrave Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Engrave Wealth Partners’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
2021
Q1 		– Sell
-311,930
Closed -$8.91M – 75
2020
Q4 		$8.91M Sell
311,930
-260,630
-46% -$7.1M 7.31% 3
2020
Q3 		$14.9M Buy
572,560
+28,120
+5% +$726K 14.4% 2
2020
Q2 		$13M Buy
544,440
+60,390
+12% +$1.35M 11.53% 2
2020
Q1 		$9.46M Buy
484,050
+21,230
+5% +$478K 11.15% 1
2019
Q4 		$10.8M Buy
+462,820
New +$10.3M 10.39% 1

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Engrave Wealth Partners's XLG Position: Q1 2021 in Review

Engrave Wealth Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2021, closing a stake of 311,930 shares — an estimated $8.91M sold.

Engrave Wealth Partners first reported a position in XLG in Q4 2019 and held it in 5 quarters. The position peaked at $14.9M in Q3 2020. 173 funds tracked by Wall St. Rank hold XLG as of Q1 2021.

  • Engrave Wealth Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2021 after selling out during the quarter.
  • Engrave Wealth Partners sold 311,930 Invesco S&P 500 Top 50 ETF shares in Q1 2021, an estimated $8.91M.
  • Engrave Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and held it in 5 quarters.
  • Engrave Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $14.9M in Q3 2020.
  • 173 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2021.

Based on Engrave Wealth Partners's 13F filing for Q1 2021, filed 19 Apr 2021.