Mid Atlantic Financial Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Mid Atlantic Financial 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 Q3	$485K	Buy	14,710 +50	+0.3%	+$1.69K	0.03%	464
2021 Q2	$477K	Buy	14,660 +1,750	+14%	+$54.9K	0.03%	484
2021 Q1	$383K	Buy	12,910 +1,000	+8%	+$29.1K	0.03%	526
2020 Q4	$340K	Buy	11,910 +1,000	+9%	+$27.2K	0.03%	527
2020 Q3	$296K	Sell	10,910 -3,040	-22%	-$78.5K	0.03%	520
2020 Q2	$332K	Buy	13,950 +400	+3%	+$8.94K	0.03%	454
2020 Q1	$265K	Buy	13,550 +1,800	+15%	+$40.6K	0.03%	480
2019 Q4	$274K	Buy	11,750 +550	+5%	+$12.2K	0.03%	552
2019 Q3	$238K	Buy	11,200 +1,650	+17%	+$35K	0.03%	579
2019 Q2	$200K	Buy	+9,550	New	+$198K	0.02%	645

Other funds holding XLG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mid Atlantic Financial Management's XLG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.34% in Q3 2021, buying an estimated $1.69K and bringing the position to 14,710 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #464.

Mid Atlantic Financial Management first reported a position in XLG in Q2 2019 and has held it in 10 quarters since. 193 funds tracked by Wall St. Rank hold XLG as of Q3 2021.

Mid Atlantic Financial Management held 14,710 shares of Invesco S&P 500 Top 50 ETF worth $485K as of Q3 2021.
Mid Atlantic Financial Management bought 50 Invesco S&P 500 Top 50 ETF shares in Q3 2021, an estimated $1.69K.
Invesco S&P 500 Top 50 ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #464 holding.
Mid Atlantic Financial Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2019 and has held it in 10 quarters since.
193 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.