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

RegentAtlantic Capital’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
2022 Q3	$406K	Buy	15,100 +7,600	+101%	+$229K	0.01%	499
2022 Q2	$215K	Buy	7,500 +20	+0.3%	+$623	0.01%	623
2022 Q1	$263K	Buy	7,480 +10	+0.1%	+$344	0.01%	602
2021 Q4	$276K	Buy	+7,470	New	+$266K	0.01%	594

Other funds holding XLG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

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

RegentAtlantic Capital's XLG Position: Q3 2022 in Review

RegentAtlantic Capital increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 101% in Q3 2022, buying an estimated $229K and bringing the position to 15,100 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #499.

RegentAtlantic Capital first reported a position in XLG in Q4 2021 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold XLG as of Q3 2022.

RegentAtlantic Capital held 15,100 shares of Invesco S&P 500 Top 50 ETF worth $406K as of Q3 2022.
RegentAtlantic Capital bought 7,600 Invesco S&P 500 Top 50 ETF shares in Q3 2022, an estimated $229K.
Invesco S&P 500 Top 50 ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #499 holding.
RegentAtlantic Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 4 quarters since.
204 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.