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Global Wealth Management Investment Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Global Wealth Management Investment Advisory’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
-1,070
Closed -$38K – 544
2022
Q1 		$38K Buy
+1,070
New +$36.8K 0.01% 208

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
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

Global Wealth Management Investment Advisory's XLG Position: Q2 2022 in Review

Global Wealth Management Investment Advisory sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2022, closing a stake of 1,070 shares — an estimated $38K sold.

Global Wealth Management Investment Advisory first reported a position in XLG in Q1 2022 and held it in 1 quarter. The position peaked at $38K in Q1 2022. 211 funds tracked by Wall St. Rank hold XLG as of Q2 2022.

  • Global Wealth Management Investment Advisory reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,070 Invesco S&P 500 Top 50 ETF shares in Q2 2022, an estimated $38K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2022 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco S&P 500 Top 50 ETF position peaked at $38K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.