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Wealthcare Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wealthcare Capital Management’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
2013
Q4 		– Sell
-3,350
Closed -$39K – 127
2013
Q3 		$39K Hold
3,350
– – 0.01% 48
2013
Q2 		$38K Buy
+3,350
New +$38.5K 0.01% 51

Other funds holding XLG

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthcare Capital Management's XLG Position: Q4 2013 in Review

Wealthcare Capital Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2013, closing a stake of 3,350 shares — an estimated $39K sold.

Wealthcare Capital Management first reported a position in XLG in Q2 2013 and held it in 2 quarters. The position peaked at $39K in Q3 2013. 51 funds tracked by Wall St. Rank hold XLG as of Q4 2013.

  • Wealthcare Capital Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2013 after selling out during the quarter.
  • Wealthcare Capital Management sold 3,350 Invesco S&P 500 Top 50 ETF shares in Q4 2013, an estimated $39K.
  • Wealthcare Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and held it in 2 quarters.
  • Wealthcare Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $39K in Q3 2013.
  • 51 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2013.

Based on Wealthcare Capital Management's 13F filing for Q4 2013, filed 12 Feb 2014.