WEPOG
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Wealth Enhancement & Preservation of GA’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q1 		– Sell
-122,850
Closed -$4.53M – 57
2021
Q4 		$4.53M Buy
+122,850
New +$4.38M 3.06% 11

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's XLG Position: Q1 2022 in Review

Wealth Enhancement & Preservation of GA sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2022, closing a stake of 122,850 shares — an estimated $4.53M sold.

Wealth Enhancement & Preservation of GA first reported a position in XLG in Q4 2021 and held it in 1 quarter. The position peaked at $4.53M in Q4 2021. 213 funds tracked by Wall St. Rank hold XLG as of Q1 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 122,850 Invesco S&P 500 Top 50 ETF shares in Q1 2022, an estimated $4.53M.
  • Wealth Enhancement & Preservation of GA first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Invesco S&P 500 Top 50 ETF position peaked at $4.53M in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2022, filed 6 May 2022.