Wellington Management Group
XLG icon

Wellington Management Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wellington Management Group’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
2020
Q2 		– Sell
-168,000
Closed -$3.29M – 1997
2020
Q1 		$3.29M Buy
+168,000
New +$3.79M ﹤0.01% 1279

Other funds holding XLG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $170M AUM 21.01% 1-Year Est. Return

Wellington Management Group's XLG Position: Q2 2020 in Review

Wellington Management Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2020, closing a stake of 168,000 shares — an estimated $3.29M sold.

Wellington Management Group first reported a position in XLG in Q1 2020 and held it in 1 quarter. The position peaked at $3.29M in Q1 2020. 142 funds tracked by Wall St. Rank hold XLG as of Q2 2020.

  • Wellington Management Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2020 after selling out during the quarter.
  • Wellington Management Group sold 168,000 Invesco S&P 500 Top 50 ETF shares in Q2 2020, an estimated $3.29M.
  • Wellington Management Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and held it in 1 quarter.
  • Wellington Management Group's Invesco S&P 500 Top 50 ETF position peaked at $3.29M in Q1 2020.
  • 142 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2020.

Based on Wellington Management Group's 13F filing for Q2 2020, filed 14 Aug 2020.