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

Ropes 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 Q4	–	Sell	-14,960	Closed	-$318K	–	564
2019 Q3	$318K	Hold	14,960	–	–	0.07%	175
2019 Q2	$314K	Hold	14,960	–	–	0.07%	184
2019 Q1	$304K	Hold	14,960	–	–	0.08%	185
2018 Q4	$269K	Hold	14,960	–	–	0.08%	186
2018 Q3	$313K	Hold	14,960	–	–	0.08%	180
2018 Q2	$288K	Hold	14,960	–	–	0.08%	193
2018 Q1	$279K	Hold	14,960	–	–	0.08%	192
2017 Q4	$284K	Hold	14,960	–	–	0.07%	188
2017 Q3	$266K	Hold	14,960	–	–	0.07%	191
2017 Q2	$256K	Hold	14,960	–	–	0.07%	196
2017 Q1	$250K	Hold	14,960	–	–	0.07%	199
2016 Q4	$236K	Hold	14,960	–	–	0.07%	186
2016 Q3	$229K	Hold	14,960	–	–	0.08%	183
2016 Q2	$221K	Buy	+14,960	New	+$219K	0.08%	178

Other funds holding XLG

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

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

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

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

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Ropes Wealth Advisors's XLG Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2019, closing a stake of 14,960 shares — an estimated $318K sold.

Ropes Wealth Advisors first reported a position in XLG in Q2 2016 and held it in 14 quarters. The position peaked at $318K in Q3 2019. 123 funds tracked by Wall St. Rank hold XLG as of Q4 2019.

Ropes Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 14,960 Invesco S&P 500 Top 50 ETF shares in Q4 2019, an estimated $318K.
Ropes Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2016 and held it in 14 quarters.
Ropes Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $318K in Q3 2019.
123 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.