Financial Partners Group (Tennessee)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Financial Partners Group (Tennessee)’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	$4.37M	Buy	83,827 +49,199	+142%	+$2.34M	1.58%	22
2025 Q1	$1.59M	Sell	34,628 -4,409	-11%	-$218K	0.69%	33
2024 Q4	$1.95M	Sell	39,037 -1,850	-5%	-$91.1K	0.81%	30
2024 Q3	$1.94M	Buy	40,887 +1,520	+4%	+$69.8K	0.73%	34
2024 Q2	$1.8M	Buy	39,367 +1,405	+4%	+$60.3K	0.7%	36
2024 Q1	$1.6M	Buy	37,962 +2,647	+7%	+$106K	0.62%	39
2023 Q4	$1.33M	Buy	35,315 +2,025	+6%	+$72.3K	0.6%	42
2023 Q3	$1.13M	Buy	33,290 +2,730	+9%	+$96K	0.54%	43
2023 Q2	$1.07M	Buy	30,560 +1,500	+5%	+$48.9K	0.54%	41
2023 Q1	$902K	Buy	29,060 +1,320	+5%	+$38.7K	0.47%	45
2022 Q4	$766K	Buy	+27,740	New	+$783K	0.45%	44

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Partners Group (Tennessee)'s XLG Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 142% in Q2 2025, buying an estimated $2.34M and bringing the position to 83,827 shares worth $4.37M. The position accounts for 1.58% of the portfolio, ranked #22.

Financial Partners Group (Tennessee) first reported a position in XLG in Q4 2022 and has held it in 11 quarters since. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Financial Partners Group (Tennessee) held 83,827 shares of Invesco S&P 500 Top 50 ETF worth $4.37M as of Q2 2025.
Financial Partners Group (Tennessee) bought 49,199 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $2.34M.
Invesco S&P 500 Top 50 ETF made up 1.58% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #22 holding.
Financial Partners Group (Tennessee) first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2022 and has held it in 11 quarters since.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.