Avantax Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Avantax Advisory Services’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	$3.4M	Sell	65,271 -11,704	-15%	-$557K	0.02%	578
2025 Q1	$3.54M	Buy	76,975 +8,419	+12%	+$415K	0.02%	524
2024 Q4	$3.43M	Buy	68,556 +26,160	+62%	+$1.29M	0.02%	515
2024 Q3	$2.02M	Buy	42,396 +19,397	+84%	+$891K	0.01%	692
2024 Q2	$1.05M	Buy	22,999 +9,648	+72%	+$414K	0.01%	949
2024 Q1	$562K	Buy	13,351 +4,168	+45%	+$168K	0.01%	981
2023 Q4	$346K	Buy	9,183 +39	+0.4%	+$1.39K	﹤0.01%	1158
2023 Q3	$311K	Buy	9,144 +1,354	+17%	+$47.6K	﹤0.01%	1179
2023 Q2	$272K	Buy	7,790 +1,260	+19%	+$41.1K	﹤0.01%	1233
2023 Q1	$203K	Buy	+6,530	New	+$192K	﹤0.01%	1374
2022 Q4	–	Sell	-10,580	Closed	-$285K	–	1470
2022 Q3	$285K	Buy	10,580 +240	+2%	+$7.24K	﹤0.01%	1036
2022 Q2	$296K	Buy	10,340 +40	+0.4%	+$1.25K	﹤0.01%	1014
2022 Q1	$362K	Buy	10,300 +3,020	+41%	+$104K	0.01%	916
2021 Q4	$269K	Buy	7,280 +20	+0.3%	+$713	﹤0.01%	1030
2021 Q3	$240K	Buy	7,260 +10	+0.1%	+$339	﹤0.01%	1023
2021 Q2	$236K	Sell	7,250 -800	-10%	-$25.1K	﹤0.01%	1002
2021 Q1	$239K	Buy	+8,050	New	+$234K	0.01%	903
2020 Q4	–	Sell	-8,520	Closed	-$222K	–	1370
2020 Q3	$222K	Buy	+8,520	New	+$220K	﹤0.01%	1179
2020 Q1	–	Sell	-9,220	Closed	-$216K	–	906
2019 Q4	$216K	Buy	+9,220	New	+$205K	0.01%	760

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's XLG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 15% in Q2 2025, selling an estimated $557K and leaving 65,271 shares worth $3.4M. The position accounts for 0.02% of the portfolio, ranked #578.

Avantax Advisory Services first reported a position in XLG in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.54M in Q1 2025. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Avantax Advisory Services held 65,271 shares of Invesco S&P 500 Top 50 ETF worth $3.4M as of Q2 2025.
Avantax Advisory Services sold 11,704 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $557K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #578 holding.
Avantax Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and has held it in 19 quarters since.
Avantax Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $3.54M in Q1 2025.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.