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Financial Advocates Investment Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Financial Advocates Investment 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 		$4.63M Sell
80,409
-6,554
-8% -$358K 2.6% 7
2025
Q2 		$4.53M Sell
86,963
-103,642
-54% -$4.93M 0.37% 53
2025
Q1 		$8.77M Sell
190,605
-25,759
-12% -$1.27M 0.61% 34
2024
Q4 		$10.8M Buy
216,364
+38,870
+22% +$1.91M 0.62% 32
2024
Q3 		$8.47M Sell
177,494
-18,597
-9% -$855K 0.48% 46
2024
Q2 		$8.97M Buy
196,091
+49,185
+33% +$2.11M 0.56% 36
2024
Q1 		$6.19M Buy
146,906
+48,051
+49% +$1.93M 0.36% 69
2023
Q4 		$3.73M Sell
98,855
-12,248
-11% -$437K 0.24% 99
2023
Q3 		$3.77M Sell
111,103
-64,267
-37% -$2.26M 0.27% 91
2023
Q2 		$6.13M Buy
175,370
+33,180
+23% +$1.08M 0.44% 54
2023
Q1 		$4.42M Buy
142,190
+19,340
+16% +$567K 0.32% 74
2022
Q4 		$3.39M Sell
122,850
-45,430
-27% -$1.28M 0.25% 98
2022
Q3 		$4.4M Buy
168,280
+99,170
+143% +$2.99M 0.36% 71
2022
Q2 		$1.98M Sell
69,110
-10,310
-13% -$321K 0.16% 156
2022
Q1 		$2.79M Buy
79,420
+12,300
+18% +$423K 0.18% 128
2021
Q4 		$2.28M Buy
67,120
+11,900
+22% +$424K 0.14% 167
2021
Q3 		$1.82M Buy
55,220
+47,050
+576% +$1.59M 0.12% 197
2021
Q2 		$266K Hold
8,170
– – 0.02% 631
2021
Q1 		$242K Sell
8,170
-590
-7% -$17.2K 0.02% 671
2020
Q4 		$250K Hold
8,760
– – 0.02% 616
2020
Q3 		$229K Hold
8,760
– – 0.02% 545
2020
Q2 		$208K Buy
+8,760
New +$196K 0.02% 558
2020
Q1 		– Sell
-9,260
Closed -$216K – 548
2019
Q4 		$216K Buy
+9,260
New +$206K 0.02% 472
2019
Q3 		– Sell
-10,460
Closed -$219K – 511
2019
Q2 		$219K Sell
10,460
-600
-5% -$12.4K 0.03% 436
2019
Q1 		$224K Sell
11,060
-500
-4% -$9.71K 0.03% 415
2018
Q4 		$208K Hold
11,560
– – 0.03% 402
2018
Q3 		$242K Buy
+11,560
New +$236K 0.03% 440

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Advocates Investment Management's XLG Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 7.5% in Q3 2025, selling an estimated $358K and leaving 80,409 shares worth $4.63M. The position accounts for 2.6% of the portfolio, ranked #7.

Financial Advocates Investment Management first reported a position in XLG in Q3 2018 and has held it in 27 quarters since. The position peaked at $10.8M in Q4 2024. 566 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

  • Financial Advocates Investment Management held 80,409 shares of Invesco S&P 500 Top 50 ETF worth $4.63M as of Q3 2025.
  • Financial Advocates Investment Management sold 6,554 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $358K.
  • Invesco S&P 500 Top 50 ETF made up 2.6% of Financial Advocates Investment Management's portfolio in Q3 2025, its #7 holding.
  • Financial Advocates Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2018 and has held it in 27 quarters since.
  • Financial Advocates Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $10.8M in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.