ARC
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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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return