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 $336B AUM 34.66% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return

GWSG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Reliant Wealth Planning's XLG Position: Q4 2022 in Review

Reliant Wealth Planning sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2022, closing a stake of 1,156,550 shares — an estimated $31.1M sold.

Reliant Wealth Planning first reported a position in XLG in Q4 2019 and held it in 11 quarters. The position peaked at $40.9M in Q4 2021. 204 funds tracked by Wall St. Rank hold XLG as of Q4 2022.

Reliant Wealth Planning reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2022 after selling out during the quarter.
Reliant Wealth Planning sold 1,156,550 Invesco S&P 500 Top 50 ETF shares in Q4 2022, an estimated $31.1M.
Reliant Wealth Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and held it in 11 quarters.
Reliant Wealth Planning's Invesco S&P 500 Top 50 ETF position peaked at $40.9M in Q4 2021.
204 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2022.

Based on Reliant Wealth Planning's 13F filing for Q4 2022, filed 7 Feb 2023.