Envestnet Portfolio Solutions
XLG icon

Envestnet Portfolio Solutions’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		– Sell
-10,644
Closed -$631K – 1531
2025
Q4 		$631K Sell
10,644
-126
-1% -$7.41K ﹤0.01% 950
2025
Q3 		$619K Sell
10,770
-7,076
-40% -$387K ﹤0.01% 943
2025
Q2 		$930K Sell
17,846
-22,902
-56% -$1.09M ﹤0.01% 819
2025
Q1 		$1.88M Buy
40,748
+16,398
+67% +$809K 0.01% 606
2024
Q4 		$1.22M Sell
24,350
-696
-3% -$34.3K ﹤0.01% 839
2024
Q3 		$1.19M Buy
25,046
+4,765
+23% +$219K ﹤0.01% 834
2024
Q2 		$928K Buy
20,281
+14,940
+280% +$641K ﹤0.01% 886
2024
Q1 		$225K Buy
+5,341
New +$215K ﹤0.01% 1503

Other funds holding XLG

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return