CMP
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Coston McIsaac & Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Coston McIsaac & 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
2025
Q1 		– Sell
-137
Closed -$6K – 851
2024
Q4 		$6K Buy
+137
New +$6.75K ﹤0.01% 572

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

Coston McIsaac & Partners's XLG Position: Q1 2025 in Review

Coston McIsaac & Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 137 shares — an estimated $6K sold.

Coston McIsaac & Partners first reported a position in XLG in Q4 2024 and held it in 1 quarter. The position peaked at $6K in Q4 2024. 522 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

  • Coston McIsaac & Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 137 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $6K.
  • Coston McIsaac & Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 1 quarter.
  • Coston McIsaac & Partners's Invesco S&P 500 Top 50 ETF position peaked at $6K in Q4 2024.
  • 522 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Coston McIsaac & Partners's 13F filing for Q1 2025, filed 13 May 2025.