Lindbrook Capital’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Lindbrook Capital’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 Q2	–	Sell	-8,190	Closed	-$160K	–	1907
2020 Q1	$160K	Hold	8,190	–	–	0.06%	124
2019 Q4	$191K	Hold	8,190	–	–	0.07%	151
2019 Q3	$174K	Buy	+8,190	New	+$174K	0.07%	156

Other funds holding XLG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JWM

Jackson Wealth Management Lake Mary, Florida $170M AUM 21.01% 1-Year Est. Return

Lindbrook Capital's XLG Position: Q2 2020 in Review

Lindbrook Capital sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2020, closing a stake of 8,190 shares — an estimated $160K sold.

Lindbrook Capital first reported a position in XLG in Q3 2019 and held it in 3 quarters. The position peaked at $191K in Q4 2019. 142 funds tracked by Wall St. Rank hold XLG as of Q2 2020.

Lindbrook Capital reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2020 after selling out during the quarter.
Lindbrook Capital sold 8,190 Invesco S&P 500 Top 50 ETF shares in Q2 2020, an estimated $160K.
Lindbrook Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2019 and held it in 3 quarters.
Lindbrook Capital's Invesco S&P 500 Top 50 ETF position peaked at $191K in Q4 2019.
142 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2020.

Based on Lindbrook Capital's 13F filing for Q2 2020, filed 27 Jul 2020.