Financial Services Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Financial Services Advisory’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	-101,196	Closed	-$5.06M	–	61
2024 Q4	$5.06M	Buy	101,196 +67,776	+203%	+$3.34M	1.19%	20
2024 Q3	$1.59M	Sell	33,420 -17,084	-34%	-$785K	0.38%	35
2024 Q2	$2.31M	Buy	50,504 +21,674	+75%	+$930K	0.63%	26
2024 Q1	$1.21M	Sell	28,830 -2,229	-7%	-$89.7K	0.3%	40
2023 Q4	$1.17M	Sell	31,059 -795	-2%	-$28.4K	0.34%	38
2023 Q3	$1.08M	Sell	31,854 -17,716	-36%	-$623K	0.53%	26
2023 Q2	$1.73M	Buy	49,570 +10,970	+28%	+$357K	0.72%	21
2023 Q1	$1.2M	Buy	+38,600	New	+$1.13M	0.79%	22
2022 Q4	–	Sell	-50,750	Closed	-$1.37M	–	35
2022 Q3	$1.37M	Buy	+50,750	New	+$1.53M	4.98%	6
2022 Q2	–	Sell	-107,880	Closed	-$3.79M	–	30
2022 Q1	$3.79M	Buy	107,880 +38,860	+56%	+$1.34M	5.89%	4
2021 Q4	$2.28M	Buy	69,020 +62,000	+883%	+$2.21M	0.73%	22
2021 Q3	$232K	Sell	7,020 -620	-8%	-$21K	0.08%	44
2021 Q2	$249K	Sell	7,640 -96,580	-93%	-$3.03M	0.11%	42
2021 Q1	$3.09M	Sell	104,220 -107,300	-51%	-$3.13M	1.4%	14
2020 Q4	$6.03M	Buy	+211,520	New	+$5.76M	2.33%	15
2020 Q3	–	Sell	-212,120	Closed	-$5.05M	–	28
2020 Q2	$5.05M	Buy	+212,120	New	+$4.74M	2.56%	13

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

Financial Services Advisory's XLG Position: Q1 2025 in Review

Financial Services Advisory sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 101,196 shares — an estimated $5.06M sold.

Financial Services Advisory first reported a position in XLG in Q2 2020 and held it in 16 quarters. The position peaked at $6.03M in Q4 2020. 523 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

Financial Services Advisory reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
Financial Services Advisory sold 101,196 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $5.06M.
Financial Services Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and held it in 16 quarters.
Financial Services Advisory's Invesco S&P 500 Top 50 ETF position peaked at $6.03M in Q4 2020.
523 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Financial Services Advisory's 13F filing for Q1 2025, filed 12 May 2025.