GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-670
Closed -$22K – 1137
2021
Q3 		$22K Buy
+670
New +$22.7K ﹤0.01% 490

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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XLG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2021, closing a stake of 670 shares — an estimated $22K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in XLG in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 222 funds tracked by Wall St. Rank hold XLG as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 670 Invesco S&P 500 Top 50 ETF shares in Q4 2021, an estimated $22K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $22K in Q3 2021.
  • 222 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.