WFG Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WFG Advisors’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
2017 Q2	$5K	Hold	270	–	–	﹤0.01%	1302
2017 Q1	$5K	Hold	270	–	–	﹤0.01%	1231
2016 Q4	$4K	Buy	+270	New	+$4.15K	﹤0.01%	1323
2014 Q2	–	Sell	-240	Closed	-$3K	–	2081
2014 Q1	$3K	Hold	240	–	–	﹤0.01%	1762
2013 Q4	$3K	Buy	+240	New	+$2.98K	﹤0.01%	1907

Other funds holding XLG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WSTAM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WFG Advisors's XLG Position: Q2 2017 in Review

WFG Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2017 at 270 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

WFG Advisors first reported a position in XLG in Q4 2013 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold XLG as of Q2 2017.

WFG Advisors held 270 shares of Invesco S&P 500 Top 50 ETF worth $5K as of Q2 2017.
WFG Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2017.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1302 holding.
WFG Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2013 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.