Carolinas Wealth Consulting’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-13,867	Closed	-$638K	–	978
2025 Q1	$638K	Sell	13,867 -104	-0.7%	-$5.13K	0.14%	82
2024 Q4	$698K	Buy	13,971 +3	+0%	+$148	0.14%	87
2024 Q3	$664K	Buy	13,968 +4	+0%	+$184	0.12%	91
2024 Q2	$639K	Buy	13,964 +1,864	+15%	+$80K	0.12%	89
2024 Q1	$510K	Buy	+12,100	New	+$487K	0.1%	96

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

Carolinas Wealth Consulting's XLG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 13,867 shares — an estimated $638K sold.

Carolinas Wealth Consulting first reported a position in XLG in Q1 2024 and held it in 5 quarters. The position peaked at $698K in Q4 2024. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 13,867 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $638K.
Carolinas Wealth Consulting first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's Invesco S&P 500 Top 50 ETF position peaked at $698K in Q4 2024.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.