Fischer Investment Strategies’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Fischer Investment Strategies’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	–	Sell	-19,658	Closed	-$905K	–	40
2025 Q1	$905K	Sell	19,658 -30,858	-61%	-$1.52M	0.67%	27
2024 Q4	$2.52M	Buy	50,516 +17,901	+55%	+$881K	2.01%	15
2024 Q3	$1.55M	Sell	32,615 -506	-2%	-$23.3K	1.33%	17
2024 Q2	$1.52M	Buy	33,121 +6,508	+24%	+$279K	1.48%	16
2024 Q1	$1.12M	Buy	26,613 +651	+3%	+$26.2K	0.98%	17
2023 Q4	$979K	Buy	+25,962	New	+$927K	0.74%	14

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

Fischer Investment Strategies's XLG Position: Q2 2025 in Review

Fischer Investment Strategies sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 19,658 shares — an estimated $905K sold.

Fischer Investment Strategies first reported a position in XLG in Q4 2023 and held it in 6 quarters. The position peaked at $2.52M in Q4 2024. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Fischer Investment Strategies reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
Fischer Investment Strategies sold 19,658 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $905K.
Fischer Investment Strategies first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 6 quarters.
Fischer Investment Strategies's Invesco S&P 500 Top 50 ETF position peaked at $2.52M in Q4 2024.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Fischer Investment Strategies's 13F filing for Q2 2025, filed 24 Jul 2025.