Curtis Wealth Management LLC Takes $2.44 Million Position in Invesco S&P 500 Top 50 ETF $XLG

Curtis Wealth Management LLC purchased a new stake in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG) in the fourth quarter, according to its most recent 13F filing with the SEC. The fund purchased 41,332 shares of the company’s stock, valued at approximately $2,439,000. Invesco S&P 500 Top 50 ETF makes up 2.2% of Curtis Wealth Management LLC’s investment portfolio, making the stock its 18th largest position.

A number of other hedge funds have also recently made changes to their positions in the company. Curtis Advisory Group LLC grew its position in Invesco S&P 500 Top 50 ETF by 0.5% in the third quarter. Curtis Advisory Group LLC now owns 35,966 shares of the company’s stock worth $2,069,000 after acquiring an additional 171 shares in the last quarter. Great Diamond Partners LLC grew its position in Invesco S&P 500 Top 50 ETF by 1.0% in the fourth quarter. Great Diamond Partners LLC now owns 18,199 shares of the company’s stock worth $1,079,000 after acquiring an additional 175 shares in the last quarter. Rothschild Investment LLC grew its position in Invesco S&P 500 Top 50 ETF by 18.0% in the third quarter. Rothschild Investment LLC now owns 1,180 shares of the company’s stock worth $68,000 after acquiring an additional 180 shares in the last quarter. Diversified Enterprises LLC grew its position in Invesco S&P 500 Top 50 ETF by 0.5% in the fourth quarter. Diversified Enterprises LLC now owns 33,492 shares of the company’s stock worth $1,985,000 after acquiring an additional 180 shares in the last quarter. Finally, Horizon Wealth Management LLC grew its position in Invesco S&P 500 Top 50 ETF by 1.0% in the fourth quarter. Horizon Wealth Management LLC now owns 19,032 shares of the company’s stock worth $1,128,000 after acquiring an additional 180 shares in the last quarter.

Invesco S&P 500 Top 50 ETF Stock Performance

Shares of NYSEARCA:XLG opened at $62.21 on Friday. Invesco S&P 500 Top 50 ETF has a 52-week low of $49.68 and a 52-week high of $64.77. The firm has a fifty day moving average of $60.38 and a 200 day moving average of $58.97. The firm has a market capitalization of $10.96 billion, a PE ratio of 27.80 and a beta of 1.05.

Invesco S&P 500 Top 50 ETF Company Profile

Guggenheim Russell Top 50 Mega Cap ETF (the Fund), formerly Rydex Russell Top 50 ETF, seeks to replicate as closely as possible the performance of the Russell Top 50 Index (the Index). The Index is an unmanaged capitalization-weighted index consisting of the 50 largest companies in the Russell 3000 Index. The Russell 3000 Index is an unmanaged capitalization-weighted index that offers investors access to the United States equity universe representing approximately 98% of the United States equity market.