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

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-820
Closed -$23K – 1988
2020
Q4 		$23K Buy
+820
New +$22.3K 0.01% 1109

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's XLG Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2021, closing a stake of 820 shares — an estimated $23K sold.

Pinnacle Wealth Planning Services first reported a position in XLG in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 173 funds tracked by Wall St. Rank hold XLG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 820 Invesco S&P 500 Top 50 ETF shares in Q1 2021, an estimated $23K.
  • Pinnacle Wealth Planning Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Invesco S&P 500 Top 50 ETF position peaked at $23K in Q4 2020.
  • 173 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.