CWP
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Concord Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-759
Closed -$45K – 804
2025
Q4 		$45K Hold
759
– – 0.01% 344
2025
Q3 		$43.7K Sell
759
-1,094
-59% -$59.8K 0.01% 356
2025
Q2 		$96.5K Buy
1,853
+217
+13% +$10.3K 0.01% 270
2025
Q1 		$75.3K Sell
1,636
-162
-9% -$8K 0.01% 274
2024
Q4 		$89.8K Buy
1,798
+800
+80% +$39.4K 0.01% 260
2024
Q3 		$47.4K Buy
+998
New +$45.9K 0.01% 344
2024
Q2 		– Sell
-150
Closed -$6.32K – 917
2024
Q1 		$6.32K Buy
+150
New +$6.03K ﹤0.01% 623

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return