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Apexium Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Apexium Financial’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
Q3 		$32.3M Buy
560,842
+5,345
+1% +$292K 1.57% 10
2025
Q2 		$28.9M Buy
555,497
+14,554
+3% +$692K 1.54% 11
2025
Q1 		$24.9M Sell
540,943
-2,790
-0.5% -$138K 1.48% 11
2024
Q4 		$27.2M Sell
543,733
-955
-0.2% -$47K 1.65% 10
2024
Q3 		$25.9M Buy
544,688
+953
+0.2% +$43.8K 1.71% 10
2024
Q2 		$24.9M Buy
543,735
+15,590
+3% +$669K 1.78% 10
2024
Q1 		$22.3M Buy
528,145
+10,298
+2% +$414K 1.69% 10
2023
Q4 		$19.5M Sell
517,847
-11,401
-2% -$407K 1.4% 13
2023
Q3 		$18M Sell
529,248
-22,222
-4% -$781K 1.8% 8
2023
Q2 		$19.3M Buy
551,470
+14,140
+3% +$461K 1.71% 9
2023
Q1 		$16.7M Buy
537,330
+2,560
+0.5% +$75.1K 1.64% 9
2022
Q4 		$14.8M Buy
534,770
+1,250
+0.2% +$35.3K 1.53% 8
2022
Q3 		$14.4M Buy
533,520
+448,170
+525% +$13.5M 1.78% 7
2022
Q2 		$2.45M Buy
85,350
+47,130
+123% +$1.47M 1.41% 15
2022
Q1 		$1.41M Buy
38,220
+370
+1% +$12.7K 0.74% 26
2021
Q4 		$1.4M Sell
37,850
-5,030
-12% -$179K 0.72% 26
2021
Q3 		$1.42M Buy
+42,880
New +$1.45M 0.82% 26
2021
Q2 		– Sell
-57,880
Closed -$1.72M – 83
2021
Q1 		$1.72M Buy
57,880
+2,550
+5% +$74.3K 1.26% 19
2020
Q4 		$1.58M Sell
55,330
-184,400
-77% -$5.02M 1.25% 18
2020
Q3 		$6.22M Buy
239,730
+178,700
+293% +$4.62M 5.04% 6
2020
Q2 		$1.45M Buy
+61,030
New +$1.36M 1.31% 19

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apexium Financial's XLG Position: Q3 2025 in Review

Apexium Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.96% in Q3 2025, buying an estimated $292K and bringing the position to 560,842 shares worth $32.3M. The position accounts for 1.57% of the portfolio, ranked #10.

Apexium Financial first reported a position in XLG in Q2 2020 and has held it in 21 quarters since. 565 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

  • Apexium Financial held 560,842 shares of Invesco S&P 500 Top 50 ETF worth $32.3M as of Q3 2025.
  • Apexium Financial bought 5,345 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $292K.
  • Invesco S&P 500 Top 50 ETF made up 1.57% of Apexium Financial's portfolio in Q3 2025, its #10 holding.
  • Apexium Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 21 quarters since.
  • 565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.