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Heritage Wealth Management (Arizona)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Heritage Wealth Management (Arizona)’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
-620
Closed -$18K – 932
2021
Q1 		$18K Buy
+620
New +$18.1K 0.01% 504

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XLG Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2021, closing a stake of 620 shares — an estimated $18K sold.

Heritage Wealth Management (Arizona) first reported a position in XLG in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 182 funds tracked by Wall St. Rank hold XLG as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 620 Invesco S&P 500 Top 50 ETF shares in Q2 2021, an estimated $18K.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Invesco S&P 500 Top 50 ETF position peaked at $18K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.