Pinnacle Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Pinnacle Wealth 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
2021 Q2	$277K	Buy	+8,500	New	+$267K	0.01%	317

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

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

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

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

Pinnacle Wealth Advisors's XLG Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2021: 8,500 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings.

182 funds tracked by Wall St. Rank hold XLG as of Q2 2021.

Pinnacle Wealth Advisors held 8,500 shares of Invesco S&P 500 Top 50 ETF worth $277K as of Q2 2021.
Invesco S&P 500 Top 50 ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Invesco S&P 500 Top 50 ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #317 holding.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.