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Independent Solutions Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Independent Solutions Wealth 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
2020
Q1 		– Sell
-29,500
Closed -$689K – 157
2019
Q4 		$689K Buy
+29,500
New +$656K 0.3% 69

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Solutions Wealth Management's XLG Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2020, closing a stake of 29,500 shares — an estimated $689K sold.

Independent Solutions Wealth Management first reported a position in XLG in Q4 2019 and held it in 1 quarter. The position peaked at $689K in Q4 2019. 114 funds tracked by Wall St. Rank hold XLG as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 29,500 Invesco S&P 500 Top 50 ETF shares in Q1 2020, an estimated $689K.
  • Independent Solutions Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $689K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.