LWM
XLG icon

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

Liberty 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
2021
Q4 		– Sell
-30
Closed -$1K – 1121
2021
Q3 		$1K Hold
30
– – ﹤0.01% 1149
2021
Q2 		$1K Buy
+30
New +$941 ﹤0.01% 1047

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Liberty Wealth Management's XLG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2021, closing a stake of 30 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in XLG in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 221 funds tracked by Wall St. Rank hold XLG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 30 Invesco S&P 500 Top 50 ETF shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1K in Q3 2021.
  • 221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.