Belvedere Trading’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Belvedere Trading’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
2024 Q4	–	Sell	-2,900	Closed	-$138K	–	1088
2024 Q3	$138K	Buy	2,900 +200	+7%	+$9.19K	﹤0.01%	416
2024 Q2	$124K	Buy	+2,700	New	+$116K	﹤0.01%	412
2023 Q3	–	Sell	-27,000	Closed	-$944K	–	1000
2023 Q2	$944K	Sell	27,000 -112,000	-81%	-$3.65M	﹤0.01%	81
2023 Q1	$4.32M	Buy	+139,000	New	+$4.08M	0.01%	30

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Belvedere Trading's XLG Position: Q3 2025 in Review

Belvedere Trading sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2025, closing a stake of 1,513 shares — an estimated $78.8K sold.

Belvedere Trading first reported a position in XLG in Q2 2024 and held it in 4 quarters. The position peaked at $480K in Q2 2024. 565 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

Belvedere Trading reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2025 after selling out during the quarter.
Belvedere Trading sold 1,513 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $78.8K.
Belvedere Trading first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and held it in 4 quarters.
Belvedere Trading's Invesco S&P 500 Top 50 ETF position peaked at $480K in Q2 2024.
565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Belvedere Trading's 13F filing for Q3 2025, filed 27 Oct 2025.