ME
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McIlrath & Eck’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

McIlrath & Eck’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
-60
Closed -$2K – 851
2021
Q3 		$2K Hold
60
– – ﹤0.01% 741
2021
Q2 		$2K Hold
60
– – ﹤0.01% 724
2021
Q1 		$2K Hold
60
– – ﹤0.01% 698
2020
Q4 		$2K Hold
60
– – ﹤0.01% 637
2020
Q3 		$2K Hold
60
– – ﹤0.01% 615
2020
Q2 		$1K Hold
60
– – ﹤0.01% 652
2020
Q1 		$1K Hold
60
– – ﹤0.01% 646
2019
Q4 		$1K Buy
+60
New +$1.33K ﹤0.01% 623

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $501B AUM 22.01% 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 $331M AUM 10.94% 1-Year Est. Return