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

Lenox 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
2017 Q4	–	Sell	-200	Closed	-$3K	–	521
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	463
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	449
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	211
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	214
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	204
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	212
2016 Q1	$3K	Hold	200	–	–	﹤0.01%	216
2015 Q4	$3K	Buy	+200	New	+$2.89K	﹤0.01%	220

Other funds holding XLG

Bank of America

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Dragon Financial & Investment Group San Mateo, California $88.2M AUM 7.87% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return