Fortitude Advisory Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-300	Closed	-$11K	–	1325
2022 Q1	$11K	Hold	300	–	–	0.01%	1005
2021 Q4	$11K	Buy	+300	New	+$10.7K	0.01%	1016

Other funds holding XLG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Fortitude Advisory Group's XLG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2022, closing a stake of 300 shares — an estimated $11K sold.

Fortitude Advisory Group first reported a position in XLG in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 211 funds tracked by Wall St. Rank hold XLG as of Q2 2022.

Fortitude Advisory Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 300 Invesco S&P 500 Top 50 ETF shares in Q2 2022, an estimated $11K.
Fortitude Advisory Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Invesco S&P 500 Top 50 ETF position peaked at $11K in Q1 2022.
211 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.