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

TRUE Private 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
2020 Q1	–	Sell	-600	Closed	-$14K	–	853
2019 Q4	$14K	Buy	+600	New	+$13.3K	﹤0.01%	549
2019 Q3	–	Sell	-590	Closed	-$12K	–	730
2019 Q2	$12K	Buy	+590	New	+$12.2K	﹤0.01%	529

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

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

WSTAM

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

TRUE Private Wealth Advisors's XLG Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2020, closing a stake of 600 shares — an estimated $14K sold.

TRUE Private Wealth Advisors first reported a position in XLG in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 114 funds tracked by Wall St. Rank hold XLG as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 600 Invesco S&P 500 Top 50 ETF shares in Q1 2020, an estimated $14K.
TRUE Private Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2019 and held it in 2 quarters.
TRUE Private Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $14K in Q4 2019.
114 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.