Element Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Element Wealth’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	-21	Closed	-$1.04K	–	295
2024 Q4	$1.04K	Hold	21	–	–	﹤0.01%	289
2024 Q3	$989	Sell	21 -447	-96%	-$20.5K	﹤0.01%	282
2024 Q2	$21.4K	Buy	468 +447	+2,129%	+$19.2K	0.01%	214
2024 Q1	$873	Hold	21	–	–	﹤0.01%	268
2023 Q4	$780	Hold	21	–	–	﹤0.01%	257
2023 Q3	$701	Buy	21 +1	+5%	+$35	﹤0.01%	248
2023 Q2	$720	Hold	20	–	–	﹤0.01%	233
2023 Q1	$637	Hold	20	–	–	﹤0.01%	202
2022 Q4	$564	Hold	20	–	–	﹤0.01%	197
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	196
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	190
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	206
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	192
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	183
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	178
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	170
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	158
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	134
2020 Q2	$0	Buy	+20	New	+$447	﹤0.01%	131

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

Element Wealth's XLG Position: Q1 2025 in Review

Element Wealth sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 21 shares — an estimated $1.04K sold.

Element Wealth first reported a position in XLG in Q2 2020 and held it in 19 quarters. The position peaked at $21.4K in Q2 2024. 523 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

Element Wealth reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 21 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $1.04K.
Element Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and held it in 19 quarters.
Element Wealth's Invesco S&P 500 Top 50 ETF position peaked at $21.4K in Q2 2024.
523 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.