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

Concurrent 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
2026
Q1 		$7.7M Sell
141,185
-61,152
-30% -$3.51M 0.08% 258
2025
Q4 		$12M Buy
202,337
+46,306
+30% +$2.72M 0.14% 160
2025
Q3 		$8.97M Buy
156,031
+15,446
+11% +$845K 0.15% 135
2025
Q2 		$7.32M Buy
140,585
+61,598
+78% +$2.93M 0.14% 155
2025
Q1 		$3.63M Sell
78,987
-37,569
-32% -$1.85M 0.09% 238
2024
Q4 		$5.82M Buy
116,556
+50,322
+76% +$2.48M 0.16% 137
2024
Q3 		$3.15M Buy
66,234
+11,317
+21% +$520K 0.09% 224
2024
Q2 		$2.51M Buy
54,917
+832
+2% +$35.7K 0.08% 231
2024
Q1 		$2.28M Buy
54,085
+6,849
+14% +$275K 0.09% 229
2023
Q4 		$1.78M Buy
+47,236
New +$1.69M 0.08% 247

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