FullCircle Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

FullCircle Wealth’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	$1.6M	Buy	26,913 +14,675	+120%	+$802K	0.56%	52
2025 Q2	$657K	Buy	12,238 +4,437	+57%	+$211K	0.24%	120
2025 Q1	$356K	Buy	+7,801	New	+$385K	0.15%	153

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

FullCircle Wealth's XLG Position: Q3 2025 in Review

FullCircle Wealth increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 120% in Q3 2025, buying an estimated $802K and bringing the position to 26,913 shares worth $1.6M. The position accounts for 0.56% of the portfolio, ranked #52.

FullCircle Wealth first reported a position in XLG in Q1 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

FullCircle Wealth held 26,913 shares of Invesco S&P 500 Top 50 ETF worth $1.6M as of Q3 2025.
FullCircle Wealth bought 14,675 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $802K.
Invesco S&P 500 Top 50 ETF made up 0.56% of FullCircle Wealth's portfolio in Q3 2025, its #52 holding.
FullCircle Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 3 quarters since.
565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.