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Pension Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Pension Partners’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
2018
Q4 		– Sell
-55,240
Closed -$1.16M – 22
2018
Q3 		$1.16M Buy
+55,240
New +$1.13M 0.93% 9

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Pension Partners's XLG Position: Q4 2018 in Review

Pension Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2018, closing a stake of 55,240 shares — an estimated $1.16M sold.

Pension Partners first reported a position in XLG in Q3 2018 and held it in 1 quarter. The position peaked at $1.16M in Q3 2018. 93 funds tracked by Wall St. Rank hold XLG as of Q4 2018.

  • Pension Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2018 after selling out during the quarter.
  • Pension Partners sold 55,240 Invesco S&P 500 Top 50 ETF shares in Q4 2018, an estimated $1.16M.
  • Pension Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2018 and held it in 1 quarter.
  • Pension Partners's Invesco S&P 500 Top 50 ETF position peaked at $1.16M in Q3 2018.
  • 93 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2018.

Based on Pension Partners's 13F filing for Q4 2018, filed 6 Feb 2019.