RCA
XLG icon

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
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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B 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 $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return