Choate Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Choate Investment Advisors’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 Q3	–	Sell	-360	Closed	-$18.8K	–	498
2025 Q2	$18.8K	Buy	+360	New	+$17.1K	﹤0.01%	461
2023 Q4	–	Sell	-360	Closed	-$12.2K	–	469
2023 Q3	$12.2K	Hold	360	–	–	﹤0.01%	425
2023 Q2	$12.6K	Hold	360	–	–	﹤0.01%	342
2023 Q1	$11.2K	Hold	360	–	–	﹤0.01%	314
2022 Q4	$9.94K	Hold	360	–	–	﹤0.01%	324
2022 Q3	$10K	Hold	360	–	–	﹤0.01%	289
2022 Q2	$10K	Hold	360	–	–	﹤0.01%	306
2022 Q1	$13K	Hold	360	–	–	﹤0.01%	347
2021 Q4	$13K	Hold	360	–	–	﹤0.01%	333
2021 Q3	$12K	Hold	360	–	–	﹤0.01%	298
2021 Q2	$12K	Hold	360	–	–	﹤0.01%	320
2021 Q1	$11K	Hold	360	–	–	﹤0.01%	291
2020 Q4	$10K	Hold	360	–	–	﹤0.01%	279
2020 Q3	$9K	Buy	+360	New	+$9.3K	﹤0.01%	277

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Choate Investment Advisors's XLG Position: Q3 2025 in Review

Choate Investment Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2025, closing a stake of 360 shares — an estimated $18.8K sold.

Choate Investment Advisors first reported a position in XLG in Q3 2020 and held it in 14 quarters. The position peaked at $18.8K in Q2 2025. 566 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

Choate Investment Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 360 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $18.8K.
Choate Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and held it in 14 quarters.
Choate Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $18.8K in Q2 2025.
566 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.