Elios Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Elios Financial Group’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 Q2	$2.65M	Buy	50,853 +18,241	+56%	+$868K	1.2%	20
2025 Q1	$1.5M	Buy	32,612 +934	+3%	+$46.1K	0.74%	33
2024 Q4	$1.58M	Sell	31,678 -78	-0.2%	-$3.84K	0.75%	33
2024 Q3	$1.51M	Buy	+31,756	New	+$1.46M	0.7%	36

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

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

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

PWP

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

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

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

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

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

Elios Financial Group's XLG Position: Q2 2025 in Review

Elios Financial Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 56% in Q2 2025, buying an estimated $868K and bringing the position to 50,853 shares worth $2.65M. The position accounts for 1.2% of the portfolio, ranked #20.

Elios Financial Group first reported a position in XLG in Q3 2024 and has held it in 4 quarters since. 551 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Elios Financial Group held 50,853 shares of Invesco S&P 500 Top 50 ETF worth $2.65M as of Q2 2025.
Elios Financial Group bought 18,241 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $868K.
Invesco S&P 500 Top 50 ETF made up 1.2% of Elios Financial Group's portfolio in Q2 2025, its #20 holding.
Elios Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 4 quarters since.
551 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.