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Independent Portfolio Consultants’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$41K Buy
+2,400
New +$40.8K 0.02% 540
2015
Q1 		– Sell
-28,700
Closed -$407K – 1048
2014
Q4 		$407K Buy
28,700
+250
+0.9% +$3.5K 0.08% 275
2014
Q3 		$393K Buy
+28,450
New +$391K 0.11% 314

Other funds holding XLG

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Independent Portfolio Consultants's XLG Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2017: 2,400 shares worth $41K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in XLG as recently as Q4 2014.

Independent Portfolio Consultants first reported a position in XLG in Q3 2014 and has held it in 3 quarters since. The position peaked at $407K in Q4 2014. 81 funds tracked by Wall St. Rank hold XLG as of Q2 2017.

  • Independent Portfolio Consultants held 2,400 shares of Invesco S&P 500 Top 50 ETF worth $41K as of Q2 2017.
  • Invesco S&P 500 Top 50 ETF was a new Independent Portfolio Consultants position in Q2 2017.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #540 holding.
  • Independent Portfolio Consultants first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2014 and has held it in 3 quarters since.
  • Independent Portfolio Consultants's Invesco S&P 500 Top 50 ETF position peaked at $407K in Q4 2014.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.