Washington Trust’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Washington Trust’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
2021 Q4	–	Sell	-3,300	Closed	-$109K	–	1107
2021 Q3	$109K	Hold	3,300	–	–	﹤0.01%	391
2021 Q2	$107K	Hold	3,300	–	–	﹤0.01%	395
2021 Q1	$98K	Hold	3,300	–	–	﹤0.01%	395
2020 Q4	$94K	Hold	3,300	–	–	﹤0.01%	386
2020 Q3	$86K	Buy	+3,300	New	+$85.3K	﹤0.01%	360

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

WSTAM

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

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

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

RWP

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

Washington Trust's XLG Position: Q4 2021 in Review

Washington Trust sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2021, closing a stake of 3,300 shares — an estimated $109K sold.

Washington Trust first reported a position in XLG in Q3 2020 and held it in 5 quarters. The position peaked at $109K in Q3 2021. 221 funds tracked by Wall St. Rank hold XLG as of Q4 2021.

Washington Trust reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 3,300 Invesco S&P 500 Top 50 ETF shares in Q4 2021, an estimated $109K.
Washington Trust first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and held it in 5 quarters.
Washington Trust's Invesco S&P 500 Top 50 ETF position peaked at $109K in Q3 2021.
221 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.