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

Reitz Capital 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	-9,630	Closed	-$286K	–	53
2021 Q1	$286K	Sell	9,630 -270	-3%	-$7.86K	0.21%	37
2020 Q4	$282K	Hold	9,900	–	–	0.23%	39
2020 Q3	$259K	Buy	9,900 +7,400	+296%	+$191K	0.23%	42
2020 Q2	$59K	Buy	+2,500	New	+$55.9K	0.07%	64
2020 Q1	–	Sell	-40,450	Closed	-$944K	–	43
2019 Q4	$944K	Sell	40,450 -5,450	-12%	-$121K	1.02%	16
2019 Q3	$975K	Sell	45,900 -800	-2%	-$17K	1.11%	16
2019 Q2	$980K	Sell	46,700 -3,400	-7%	-$70.5K	1.1%	19
2019 Q1	$1.02M	Sell	50,100 -7,120	-12%	-$138K	1.18%	19
2018 Q4	$1.03M	Buy	+57,220	New	+$1.11M	1.24%	19

Other funds holding XLG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WSTAM

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Reitz Capital Advisors's XLG Position: Q2 2021 in Review

Reitz Capital Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2021, closing a stake of 9,630 shares — an estimated $286K sold.

Reitz Capital Advisors first reported a position in XLG in Q4 2018 and held it in 9 quarters. The position peaked at $1.03M in Q4 2018. 182 funds tracked by Wall St. Rank hold XLG as of Q2 2021.

Reitz Capital Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2021 after selling out during the quarter.
Reitz Capital Advisors sold 9,630 Invesco S&P 500 Top 50 ETF shares in Q2 2021, an estimated $286K.
Reitz Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2018 and held it in 9 quarters.
Reitz Capital Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.03M in Q4 2018.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2021.

Based on Reitz Capital Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.