NFP
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Novak Financial Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Novak Financial Planning’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
Q2 		$724K Buy
22,250
+410
+2% +$12.9K 0.35% 73
2021
Q1 		$648K Buy
21,840
+1,230
+6% +$35.8K 0.36% 76
2020
Q4 		$588K Buy
+20,610
New +$561K 0.35% 75

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Novak Financial Planning's XLG Position: Q2 2021 in Review

Novak Financial Planning increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.9% in Q2 2021, buying an estimated $12.9K and bringing the position to 22,250 shares worth $724K. The position accounts for 0.35% of the portfolio, ranked #73.

Novak Financial Planning first reported a position in XLG in Q4 2020 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold XLG as of Q2 2021.

  • Novak Financial Planning held 22,250 shares of Invesco S&P 500 Top 50 ETF worth $724K as of Q2 2021.
  • Novak Financial Planning bought 410 Invesco S&P 500 Top 50 ETF shares in Q2 2021, an estimated $12.9K.
  • Invesco S&P 500 Top 50 ETF made up 0.35% of Novak Financial Planning's portfolio in Q2 2021, its #73 holding.
  • Novak Financial Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.