VWA
XLG icon

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

V 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
2022
Q3 		– Sell
-7,230
Closed -$207K – 424
2022
Q2 		$207K Hold
7,230
– – 0.04% 384
2022
Q1 		$254K Hold
7,230
– – 0.04% 376
2021
Q4 		$267K Sell
7,230
-90
-1% -$3.21K 0.04% 375
2021
Q3 		$242K Sell
7,320
-300
-4% -$10.2K 0.04% 394
2021
Q2 		$247K Buy
+7,620
New +$239K 0.04% 404
2020
Q2 		– Sell
-10,430
Closed -$204K – 391
2020
Q1 		$204K Buy
+10,430
New +$235K 0.06% 289
2017
Q3 		– Sell
-2,000
Closed -$34K – 719
2017
Q2 		$34K Buy
+2,000
New +$34K 0.02% 372

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return