Risk Paradigm Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Risk Paradigm Group’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
2017 Q1	–	Sell	-14,130	Closed	-$223K	–	267
2016 Q4	$223K	Buy	14,130 +8,160	+137%	+$125K	0.24%	87
2016 Q3	$91.2K	Buy	+5,970	New	+$91.2K	0.07%	136

Other funds holding XLG

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WSTAM

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Risk Paradigm Group's XLG Position: Q1 2017 in Review

Risk Paradigm Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2017, closing a stake of 14,130 shares — an estimated $223K sold.

Risk Paradigm Group first reported a position in XLG in Q3 2016 and held it in 2 quarters. The position peaked at $223K in Q4 2016. 72 funds tracked by Wall St. Rank hold XLG as of Q1 2017.

Risk Paradigm Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2017 after selling out during the quarter.
Risk Paradigm Group sold 14,130 Invesco S&P 500 Top 50 ETF shares in Q1 2017, an estimated $223K.
Risk Paradigm Group first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2016 and held it in 2 quarters.
Risk Paradigm Group's Invesco S&P 500 Top 50 ETF position peaked at $223K in Q4 2016.
72 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2017.

Based on Risk Paradigm Group's 13F filing for Q1 2017, filed 12 May 2017.