PCIA
XLG icon

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

Prime Capital Investment 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 		– Sell
-1,370
Closed -$41K – 554
2021
Q1 		$41K Hold
1,370
– – ﹤0.01% 351
2020
Q4 		$39K Hold
1,370
– – ﹤0.01% 344
2020
Q3 		$36K Hold
1,370
– – ﹤0.01% 341
2020
Q2 		$33K Hold
1,370
– – ﹤0.01% 349
2020
Q1 		$27K Buy
+1,370
New +$30.9K ﹤0.01% 333

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

Prime Capital Investment Advisors's XLG Position: Q2 2021 in Review

Prime Capital Investment Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2021, closing a stake of 1,370 shares — an estimated $41K sold.

Prime Capital Investment Advisors first reported a position in XLG in Q1 2020 and held it in 5 quarters. The position peaked at $41K in Q1 2021. 182 funds tracked by Wall St. Rank hold XLG as of Q2 2021.

  • Prime Capital Investment Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2021 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1,370 Invesco S&P 500 Top 50 ETF shares in Q2 2021, an estimated $41K.
  • Prime Capital Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and held it in 5 quarters.
  • Prime Capital Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $41K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.