RAFFA WEALTH MANAGEMENT, LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2018 Q1	–	Sell	-21,370	Closed	-$406K	–	722
2017 Q4	$406K	Buy	21,370 +5,630	+36%	+$104K	0.16%	52
2017 Q3	$280K	Buy	15,740 +80	+0.5%	+$1.4K	0.11%	71
2017 Q2	$268K	Buy	+15,660	New	+$266K	0.12%	70

Other funds holding XLG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DFIG

Dragon Financial & Investment Group San Mateo, California $88.2M AUM 7.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WSTAM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XLG Position: Q1 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2018, closing a stake of 21,370 shares — an estimated $406K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLG in Q2 2017 and held it in 3 quarters. The position peaked at $406K in Q4 2017. 87 funds tracked by Wall St. Rank hold XLG as of Q1 2018.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2018 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 21,370 Invesco S&P 500 Top 50 ETF shares in Q1 2018, an estimated $406K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2017 and held it in 3 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Invesco S&P 500 Top 50 ETF position peaked at $406K in Q4 2017.
87 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2018, filed 27 Jul 2026.