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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

McIlrath & Eck's XLG Position: Q4 2021 in Review

McIlrath & Eck sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2021, closing a stake of 60 shares — an estimated $2K sold.

McIlrath & Eck first reported a position in XLG in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 221 funds tracked by Wall St. Rank hold XLG as of Q4 2021.

McIlrath & Eck reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2021 after selling out during the quarter.
McIlrath & Eck sold 60 Invesco S&P 500 Top 50 ETF shares in Q4 2021, an estimated $2K.
McIlrath & Eck first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and held it in 8 quarters.
McIlrath & Eck's Invesco S&P 500 Top 50 ETF position peaked at $2K in Q3 2021.
221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2021.

Based on McIlrath & Eck's 13F filing for Q4 2021, filed 8 Feb 2022.