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

Eudaimonia 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 Q2	–	Sell	-1,820	Closed	-$54K	–	1384
2021 Q1	$54K	Hold	1,820	–	–	0.01%	617
2020 Q4	$52K	Hold	1,820	–	–	0.01%	606
2020 Q3	$48K	Hold	1,820	–	–	0.01%	572
2020 Q2	$43K	Sell	1,820 -500	-22%	-$11.2K	0.02%	538
2020 Q1	$45K	Buy	2,320 +20	+0.9%	+$451	0.02%	492
2019 Q4	$54K	Buy	+2,300	New	+$51.1K	0.02%	477

Other funds holding XLG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Eudaimonia Partners's XLG Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2021, closing a stake of 1,820 shares — an estimated $54K sold.

Eudaimonia Partners first reported a position in XLG in Q4 2019 and held it in 6 quarters. The position peaked at $54K in Q1 2021. 182 funds tracked by Wall St. Rank hold XLG as of Q2 2021.

Eudaimonia Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 1,820 Invesco S&P 500 Top 50 ETF shares in Q2 2021, an estimated $54K.
Eudaimonia Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's Invesco S&P 500 Top 50 ETF position peaked at $54K in Q1 2021.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.