Coppell Advisory Solutions’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Coppell Advisory Solutions’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	-340	Closed	-$17.1K	–	1907
2024 Q4	$17.1K	Sell	340 -25,527	-99%	-$1.26M	﹤0.01%	930
2024 Q3	$1.22M	Buy	25,867 +25,527	+7,508%	+$1.17M	0.18%	110
2024 Q2	$15.6K	Buy	+340	New	+$14.6K	﹤0.01%	874
2023 Q4	$12.8K	Buy	+340	New	+$12.1K	﹤0.01%	878
2023 Q3	–	Sell	-30,180	Closed	-$1.04M	–	1579
2023 Q2	$1.04M	Buy	30,180 +2,280	+8%	+$74.3K	0.29%	78
2023 Q1	$854K	Buy	+27,900	New	+$818K	0.28%	92

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Coppell Advisory Solutions's XLG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 340 shares — an estimated $17.1K sold.

Coppell Advisory Solutions first reported a position in XLG in Q1 2023 and held it in 6 quarters. The position peaked at $1.22M in Q3 2024. 523 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

Coppell Advisory Solutions reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 340 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $17.1K.
Coppell Advisory Solutions first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2023 and held it in 6 quarters.
Coppell Advisory Solutions's Invesco S&P 500 Top 50 ETF position peaked at $1.22M in Q3 2024.
523 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.