Creekmur Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Creekmur Asset 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 Q3	$1.21K	Hold	21	–	–	﹤0.01%	651
2025 Q2	$1.09K	Hold	21	–	–	﹤0.01%	660
2025 Q1	$966	Buy	+21	New	+$1.04K	﹤0.01%	629

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Creekmur Asset Management's XLG Position: Q3 2025 in Review

Creekmur Asset Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2025 at 21 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Creekmur Asset Management first reported a position in XLG in Q1 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

Creekmur Asset Management held 21 shares of Invesco S&P 500 Top 50 ETF worth $1.21K as of Q3 2025.
Creekmur Asset Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2025.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #651 holding.
Creekmur Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 3 quarters since.
565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.