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Clearview Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Clearview Wealth 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
Q4 		$2.29M Buy
38,554
+18,433
+92% +$1.08M 1.45% 16
2025
Q3 		$1.16M Buy
20,121
+2,628
+15% +$144K 0.74% 30
2025
Q2 		$911K Buy
17,493
+5,779
+49% +$275K 0.63% 36
2025
Q1 		$539K Buy
+11,714
New +$578K 0.4% 49

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearview Wealth Advisors's XLG Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 92% in Q4 2025, buying an estimated $1.08M and bringing the position to 38,554 shares worth $2.29M. The position accounts for 1.45% of the portfolio, ranked #16.

Clearview Wealth Advisors first reported a position in XLG in Q1 2025 and has held it in 4 quarters since. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • Clearview Wealth Advisors held 38,554 shares of Invesco S&P 500 Top 50 ETF worth $2.29M as of Q4 2025.
  • Clearview Wealth Advisors bought 18,433 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $1.08M.
  • Invesco S&P 500 Top 50 ETF made up 1.45% of Clearview Wealth Advisors's portfolio in Q4 2025, its #16 holding.
  • Clearview Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 4 quarters since.
  • 641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.