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Consolidated Planning Corp’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Consolidated Planning Corp’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
-8,976
Closed -$448K – 221
2024
Q4 		$448K Buy
8,976
+2,809
+46% +$138K 0.06% 136
2024
Q3 		$293K Buy
+6,167
New +$283K 0.04% 162

Other funds holding XLG

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Consolidated Planning Corp's XLG Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 8,976 shares — an estimated $448K sold.

Consolidated Planning Corp first reported a position in XLG in Q3 2024 and held it in 2 quarters. The position peaked at $448K in Q4 2024. 522 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 8,976 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $448K.
  • Consolidated Planning Corp first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 2 quarters.
  • Consolidated Planning Corp's Invesco S&P 500 Top 50 ETF position peaked at $448K in Q4 2024.
  • 522 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.