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Private Capital Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Private Capital Group’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
Q2 		– Sell
-3,140
Closed -$59K – 2272
2018
Q1 		$59K Buy
+3,140
New +$61.2K 0.01% 602

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Capital Group's XLG Position: Q2 2018 in Review

Private Capital Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2018, closing a stake of 3,140 shares — an estimated $59K sold.

Private Capital Group first reported a position in XLG in Q1 2018 and held it in 1 quarter. The position peaked at $59K in Q1 2018. 89 funds tracked by Wall St. Rank hold XLG as of Q2 2018.

  • Private Capital Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2018 after selling out during the quarter.
  • Private Capital Group sold 3,140 Invesco S&P 500 Top 50 ETF shares in Q2 2018, an estimated $59K.
  • Private Capital Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2018 and held it in 1 quarter.
  • Private Capital Group's Invesco S&P 500 Top 50 ETF position peaked at $59K in Q1 2018.
  • 89 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2018.

Based on Private Capital Group's 13F filing for Q2 2018, filed 9 Aug 2018.