Atria Wealth Solutions’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Atria Wealth Solutions’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	$4M	Sell	76,696 -25,226	-25%	-$1.2M	0.09%	254
2025 Q1	$4.69M	Buy	101,922 +7,852	+8%	+$387K	0.06%	355
2024 Q4	$4.7M	Buy	94,070 +21,962	+30%	+$1.08M	0.05%	368
2024 Q3	$3.43M	Buy	72,108 +9,972	+16%	+$458K	0.04%	449
2024 Q2	$2.84M	Buy	62,136 +15,021	+32%	+$645K	0.03%	510
2024 Q1	$1.98M	Buy	47,115 +21,750	+86%	+$875K	0.02%	641
2023 Q4	$957K	Buy	25,365 +15,400	+155%	+$550K	0.01%	877
2023 Q3	$338K	Buy	9,965 +2,265	+29%	+$79.6K	﹤0.01%	1341
2023 Q2	$269K	Buy	+7,700	New	+$251K	﹤0.01%	1510
2022 Q2	–	Sell	-8,150	Closed	-$286K	–	1910
2022 Q1	$286K	Buy	+8,150	New	+$280K	﹤0.01%	1345

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

Atria Wealth Solutions's XLG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 25% in Q2 2025, selling an estimated $1.2M and leaving 76,696 shares worth $4M. The position accounts for 0.09% of the portfolio, ranked #254.

Atria Wealth Solutions first reported a position in XLG in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.7M in Q4 2024. 551 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Atria Wealth Solutions held 76,696 shares of Invesco S&P 500 Top 50 ETF worth $4M as of Q2 2025.
Atria Wealth Solutions sold 25,226 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $1.2M.
Invesco S&P 500 Top 50 ETF made up 0.09% of Atria Wealth Solutions's portfolio in Q2 2025, its #254 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2022 and has held it in 10 quarters since.
Atria Wealth Solutions's Invesco S&P 500 Top 50 ETF position peaked at $4.7M in Q4 2024.
551 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.