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

Freedom 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 		– Sell
-10,694
Closed -$557K – 721
2025
Q2 		$557K Sell
10,694
-227
-2% -$10.8K 0.04% 412
2025
Q1 		$503K Sell
10,921
-853
-7% -$42.1K 0.04% 419
2024
Q4 		$588K Sell
11,774
-1,711
-13% -$84.2K 0.05% 375
2024
Q3 		$641K Sell
13,485
-902
-6% -$41.5K 0.05% 351
2024
Q2 		$658K Sell
14,387
-2,916
-17% -$125K 0.05% 342
2024
Q1 		$729K Sell
17,303
-4,107
-19% -$165K 0.06% 336
2023
Q4 		$808K Sell
21,410
-3,056
-12% -$109K 0.07% 309
2023
Q3 		$831K Buy
+24,466
New +$860K 0.1% 253
2023
Q2 		– Sell
-79,030
Closed -$2.45M – 784
2023
Q1 		$2.45M Sell
79,030
-67,280
-46% -$1.97M 0.28% 81
2022
Q4 		$4.04M Sell
146,310
-7,080
-5% -$200K 0.45% 44
2022
Q3 		$4.13M Buy
153,390
+560
+0.4% +$16.9K 0.48% 42
2022
Q2 		$4.38M Sell
152,830
-8,190
-5% -$255K 0.47% 44
2022
Q1 		$5.66M Buy
161,020
+86,800
+117% +$2.99M 0.51% 35
2021
Q4 		$2.74M Buy
74,220
+61,090
+465% +$2.18M 0.2% 127
2021
Q3 		$433K Sell
13,130
-330
-2% -$11.2K 0.03% 542
2021
Q2 		$438K Sell
13,460
-310
-2% -$9.72K 0.03% 576
2021
Q1 		$408K Buy
+13,770
New +$401K 0.03% 589
2018
Q3 		– Sell
-67,570
Closed -$1.3M – 979
2018
Q2 		$1.3M Buy
67,570
+660
+1% +$12.7K 0.08% 277
2018
Q1 		$1.25M Buy
66,910
+8,480
+15% +$165K 0.06% 299
2017
Q4 		$1.11M Buy
58,430
+880
+2% +$16.3K 0.06% 328
2017
Q3 		$1.02M Buy
57,550
+5,540
+11% +$97K 0.06% 329
2017
Q2 		$890K Buy
52,010
+7,840
+18% +$133K 0.05% 354
2017
Q1 		$738K Buy
44,170
+110
+0.2% +$1.8K 0.04% 399
2016
Q4 		$694K Buy
+44,060
New +$677K 0.04% 373

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
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 $1.56T AUM 27.86% 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 $1.75B AUM 21.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Freedom Investment Management's XLG Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2025, closing a stake of 10,694 shares — an estimated $557K sold.

Freedom Investment Management first reported a position in XLG in Q4 2016 and held it in 24 quarters. The position peaked at $5.66M in Q1 2022. 565 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 10,694 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $557K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2016 and held it in 24 quarters.
  • Freedom Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $5.66M in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.