Advisor Resource Council’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-10,294	Closed	-$474K	–	611
2025 Q1	$474K	Buy	+10,294	New	+$508K	0.04%	371
2024 Q1	–	Sell	-10,384	Closed	-$392K	–	543
2023 Q4	$392K	Buy	+10,384	New	+$371K	0.05%	298
2022 Q3	–	Sell	-11,800	Closed	-$338K	–	522
2022 Q2	$338K	Buy	+11,800	New	+$368K	0.03%	362
2022 Q1	–	Sell	-11,150	Closed	-$412K	–	568
2021 Q4	$412K	Buy	+11,150	New	+$397K	0.03%	367
2021 Q3	–	Sell	-7,190	Closed	-$234K	–	511
2021 Q2	$234K	Buy	+7,190	New	+$225K	0.02%	442

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Advisor Resource Council's XLG Position: Q2 2025 in Review

Advisor Resource Council sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 10,294 shares — an estimated $474K sold.

Advisor Resource Council first reported a position in XLG in Q2 2021 and held it in 5 quarters. The position peaked at $474K in Q1 2025. 551 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Advisor Resource Council reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 10,294 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $474K.
Advisor Resource Council first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Invesco S&P 500 Top 50 ETF position peaked at $474K in Q1 2025.
551 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.