CX Institutional’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

CX Institutional’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 Q4	–	Sell	-118	Closed	-$7K	–	1597
2025 Q3	$7K	Hold	118	–	–	﹤0.01%	1243
2025 Q2	$6K	Buy	+118	New	+$5.61K	﹤0.01%	1093
2021 Q4	–	Sell	-370	Closed	-$12K	–	912
2021 Q3	$12K	Buy	+370	New	+$12.5K	﹤0.01%	813

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

CX Institutional's XLG Position: Q4 2025 in Review

CX Institutional sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 118 shares — an estimated $7K sold.

CX Institutional first reported a position in XLG in Q3 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 645 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

CX Institutional reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 118 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $7K.
CX Institutional first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and held it in 3 quarters.
CX Institutional's Invesco S&P 500 Top 50 ETF position peaked at $12K in Q3 2021.
645 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.