Personal Capital Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Personal Capital Advisors’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 Q4	$356K	Buy	+12,900	New	+$364K	﹤0.01%	350

Other funds holding XLG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Personal Capital Advisors's XLG Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q4 2022: 12,900 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings.

204 funds tracked by Wall St. Rank hold XLG as of Q4 2022.

Personal Capital Advisors held 12,900 shares of Invesco S&P 500 Top 50 ETF worth $356K as of Q4 2022.
Invesco S&P 500 Top 50 ETF was a new Personal Capital Advisors position in Q4 2022.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #350 holding.
204 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.