Citizens Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Citizens Financial Group’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	-4,301	Closed	-$215K	–	653
2024 Q4	$215K	Buy	+4,301	New	+$212K	﹤0.01%	541
2020 Q1	–	Sell	-2,200	Closed	-$51K	–	1245
2019 Q4	$51K	Hold	2,200	–	–	﹤0.01%	432
2019 Q3	$47K	Hold	2,200	–	–	﹤0.01%	375
2019 Q2	$46K	Hold	2,200	–	–	﹤0.01%	372
2019 Q1	$45K	Buy	+2,200	New	+$42.7K	﹤0.01%	370

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citizens Financial Group's XLG Position: Q1 2025 in Review

Citizens Financial Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 4,301 shares — an estimated $215K sold.

Citizens Financial Group first reported a position in XLG in Q1 2019 and held it in 5 quarters. The position peaked at $215K in Q4 2024. 523 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

Citizens Financial Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
Citizens Financial Group sold 4,301 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $215K.
Citizens Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2019 and held it in 5 quarters.
Citizens Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $215K in Q4 2024.
523 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Citizens Financial Group's 13F filing for Q1 2025, filed 9 May 2025.