River Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-1,740	Closed	-$31K	–	517
2018 Q4	$31K	Hold	1,740	–	–	0.01%	300
2018 Q3	$36K	Hold	1,740	–	–	0.01%	318
2018 Q2	$34K	Buy	+1,740	New	+$33.4K	0.01%	306

Other funds holding XLG

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

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

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

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

River Wealth Advisors's XLG Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2019, closing a stake of 1,740 shares — an estimated $31K sold.

River Wealth Advisors first reported a position in XLG in Q2 2018 and held it in 3 quarters. The position peaked at $36K in Q3 2018. 109 funds tracked by Wall St. Rank hold XLG as of Q1 2019.

River Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 1,740 Invesco S&P 500 Top 50 ETF shares in Q1 2019, an estimated $31K.
River Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $36K in Q3 2018.
109 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.