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Austin Private Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Austin Private Wealth’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
Q4 		$58.4M Buy
985,939
+20,370
+2% +$1.2M 4.34% 5
2025
Q3 		$55.5M Buy
965,569
+437,651
+83% +$23.9M 4.21% 5
2025
Q2 		$27.5M Buy
527,918
+196,832
+59% +$9.36M 2.17% 13
2025
Q1 		$15.2M Buy
+331,086
New +$16.3M 1.36% 21

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Austin Private Wealth's XLG Position: Q4 2025 in Review

Austin Private Wealth increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.1% in Q4 2025, buying an estimated $1.2M and bringing the position to 985,939 shares worth $58.4M. The position accounts for 4.34% of the portfolio, ranked #5.

Austin Private Wealth first reported a position in XLG in Q1 2025 and has held it in 4 quarters since. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • Austin Private Wealth held 985,939 shares of Invesco S&P 500 Top 50 ETF worth $58.4M as of Q4 2025.
  • Austin Private Wealth bought 20,370 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $1.2M.
  • Invesco S&P 500 Top 50 ETF made up 4.34% of Austin Private Wealth's portfolio in Q4 2025, its #5 holding.
  • Austin Private Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 4 quarters since.
  • 641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.