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Raffa Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Raffa Wealth Management’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
Q1 		– Sell
-21,370
Closed -$406K – 722
2017
Q4 		$406K Buy
21,370
+5,630
+36% +$104K 0.16% 52
2017
Q3 		$280K Buy
15,740
+80
+0.5% +$1.4K 0.11% 71
2017
Q2 		$268K Buy
+15,660
New +$266K 0.12% 70

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DFIG
Dragon Financial & Investment Group San Mateo, California $88.2M AUM 7.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Raffa Wealth Management's XLG Position: Q1 2018 in Review

Raffa Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2018, closing a stake of 21,370 shares — an estimated $406K sold.

Raffa Wealth Management first reported a position in XLG in Q2 2017 and held it in 3 quarters. The position peaked at $406K in Q4 2017. 87 funds tracked by Wall St. Rank hold XLG as of Q1 2018.

  • Raffa Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2018 after selling out during the quarter.
  • Raffa Wealth Management sold 21,370 Invesco S&P 500 Top 50 ETF shares in Q1 2018, an estimated $406K.
  • Raffa Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2017 and held it in 3 quarters.
  • Raffa Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $406K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2018.

Based on Raffa Wealth Management's 13F filing for Q1 2018, filed 27 Jul 2026.