BWM
XLG icon

BigSur Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

BigSur Wealth Management’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
Q1 		– Sell
-5,390
Closed -$269K – 158
2024
Q4 		$269K Hold
5,390
– – 0.08% 131
2024
Q3 		$256K Buy
+5,390
New +$248K 0.07% 136

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BigSur Wealth Management's XLG Position: Q1 2025 in Review

BigSur Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 5,390 shares — an estimated $269K sold.

BigSur Wealth Management first reported a position in XLG in Q3 2024 and held it in 2 quarters. The position peaked at $269K in Q4 2024. 523 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

  • BigSur Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
  • BigSur Wealth Management sold 5,390 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $269K.
  • BigSur Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 2 quarters.
  • BigSur Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $269K in Q4 2024.
  • 523 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on BigSur Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.