Lowe Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Lowe Wealth Advisors’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 Q1	–	Sell	-1,000	Closed	-$29K	–	294
2020 Q4	$29K	Hold	1,000	–	–	0.01%	112
2020 Q3	$26K	Hold	1,000	–	–	0.01%	104
2020 Q2	$24K	Hold	1,000	–	–	0.01%	104
2020 Q1	$20K	Sell	1,000 -380	-28%	-$8.56K	0.01%	105
2019 Q4	$32K	Hold	1,380	–	–	0.02%	89
2019 Q3	$29K	Hold	1,380	–	–	0.02%	90
2019 Q2	$29K	Hold	1,380	–	–	0.02%	95
2019 Q1	$28K	Sell	1,380 -310	-18%	-$6.02K	0.02%	91
2018 Q4	$30K	Hold	1,690	–	–	0.02%	80
2018 Q3	$35K	Hold	1,690	–	–	0.02%	86
2018 Q2	$33K	Hold	1,690	–	–	0.02%	84
2018 Q1	$32K	Hold	1,690	–	–	0.02%	88
2017 Q4	$32K	Buy	+1,690	New	+$31.2K	0.02%	84

Other funds holding XLG

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lowe Wealth Advisors's XLG Position: Q1 2021 in Review

Lowe Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2021, closing a stake of 1,000 shares — an estimated $29K sold.

Lowe Wealth Advisors first reported a position in XLG in Q4 2017 and held it in 13 quarters. The position peaked at $35K in Q3 2018. 173 funds tracked by Wall St. Rank hold XLG as of Q1 2021.

Lowe Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2021 after selling out during the quarter.
Lowe Wealth Advisors sold 1,000 Invesco S&P 500 Top 50 ETF shares in Q1 2021, an estimated $29K.
Lowe Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2017 and held it in 13 quarters.
Lowe Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $35K in Q3 2018.
173 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2021.

Based on Lowe Wealth Advisors's 13F filing for Q1 2021, filed 6 Apr 2021.