Investors Capital Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Investors Capital Advisory Services’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
2016 Q1	–	Sell	-20,020	Closed	-$289K	–	740
2015 Q4	$289K	Buy	+20,020	New	+$289K	0.06%	451

Other funds holding XLG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Investors Capital Advisory Services's XLG Position: Q1 2016 in Review

Investors Capital Advisory Services sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2016, closing a stake of 20,020 shares — an estimated $289K sold.

Investors Capital Advisory Services first reported a position in XLG in Q4 2015 and held it in 1 quarter. The position peaked at $289K in Q4 2015. 73 funds tracked by Wall St. Rank hold XLG as of Q1 2016.

Investors Capital Advisory Services reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2016 after selling out during the quarter.
Investors Capital Advisory Services sold 20,020 Invesco S&P 500 Top 50 ETF shares in Q1 2016, an estimated $289K.
Investors Capital Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2015 and held it in 1 quarter.
Investors Capital Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $289K in Q4 2015.
73 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2016.

Based on Investors Capital Advisory Services's 13F filing for Q1 2016, filed 9 May 2016.