MRA Advisory Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

MRA Advisory Group’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
2022 Q1	–	Sell	-90,760	Closed	-$3.35M	–	131
2021 Q4	$3.35M	Buy	90,760 +10,040	+12%	+$358K	2.59%	13
2021 Q3	$2.66M	Sell	80,720 -6,190	-7%	-$210K	2.26%	17
2021 Q2	$2.83M	Sell	86,910 -15,170	-15%	-$476K	2.43%	15
2021 Q1	$3.03M	Buy	102,080 +12,070	+13%	+$352K	2.85%	11
2020 Q4	$2.57M	Buy	+90,010	New	+$2.45M	2.53%	15

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

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

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

RWP

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

WSTAM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MRA Advisory Group's XLG Position: Q1 2022 in Review

MRA Advisory Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2022, closing a stake of 90,760 shares — an estimated $3.35M sold.

MRA Advisory Group first reported a position in XLG in Q4 2020 and held it in 5 quarters. The position peaked at $3.35M in Q4 2021. 212 funds tracked by Wall St. Rank hold XLG as of Q1 2022.

MRA Advisory Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2022 after selling out during the quarter.
MRA Advisory Group sold 90,760 Invesco S&P 500 Top 50 ETF shares in Q1 2022, an estimated $3.35M.
MRA Advisory Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and held it in 5 quarters.
MRA Advisory Group's Invesco S&P 500 Top 50 ETF position peaked at $3.35M in Q4 2021.
212 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2022.

Based on MRA Advisory Group's 13F filing for Q1 2022, filed 10 May 2022.