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Congress Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Congress Wealth Management’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
Q2 		$37.5M Buy
719,865
+678,624
+1,646% +$32.3M 0.36% 56
2025
Q1 		$1.9M Buy
+41,241
New +$2.04M 0.02% 505

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's XLG Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1,646% in Q2 2025, buying an estimated $32.3M and bringing the position to 719,865 shares worth $37.5M. The position accounts for 0.36% of the portfolio, ranked #56.

Congress Wealth Management first reported a position in XLG in Q1 2025 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

  • Congress Wealth Management held 719,865 shares of Invesco S&P 500 Top 50 ETF worth $37.5M as of Q2 2025.
  • Congress Wealth Management bought 678,624 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $32.3M.
  • Invesco S&P 500 Top 50 ETF made up 0.36% of Congress Wealth Management's portfolio in Q2 2025, its #56 holding.
  • Congress Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.