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RWP
Reliant Wealth Planning’s
Invesco S&P 500 Top 50 ETF
XLG
Stock Holding History
Reliant Wealth Planning’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
Q4
–
Sell
-1,156,550
Closed
-$31.1M
–
15
2022
Q3
$31.1M
Buy
1,156,550
+16,030
+1%
+$484K
13.22%
4
2022
Q2
$32.7M
Sell
1,140,520
-3,380
-0.3%
-$105K
13.72%
4
2022
Q1
$40.2M
Buy
1,143,900
+36,750
+3%
+$1.26M
19.87%
3
2021
Q4
$40.9M
Sell
1,107,150
-16,010
-1%
-$571K
19.88%
3
2021
Q3
$37.1M
Buy
1,123,160
+2,830
+0.3%
+$95.8K
19.64%
3
2021
Q2
$36.5M
Buy
1,120,330
+11,050
+1%
+$346K
19.48%
3
2021
Q1
$32.9M
Buy
1,109,280
+15,620
+1%
+$455K
19.07%
3
2020
Q4
$31.2M
Sell
1,093,660
-4,210
-0.4%
-$115K
18.6%
3
2020
Q3
$28.8M
Buy
1,097,870
+9,150
+0.8%
+$236K
18.77%
3
2020
Q2
$25.9M
Buy
+1,088,720
New
+$24.3M
16.08%
4
2020
Q1
–
Sell
-1,067,350
Closed
-$24.9M
–
13
2019
Q4
$24.9M
Buy
+1,067,350
New
+$23.7M
12.48%
5
Other funds holding XLG
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
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
$431B AUM
30.22%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk, Virginia
$3.57B AUM
21.11%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
GWSG
GPS Wealth Strategies Group
Centennial, Colorado
$117M AUM
24.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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