Glass Jacobson Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Glass Jacobson Investment Advisors’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	-1,369	Closed	-$68.4K	–	868
2025 Q1	$68.4K	Hold	1,369	–	–	0.02%	336
2024 Q4	$68.4K	Sell	1,369 -71	-5%	-$3.5K	0.02%	336
2024 Q3	$68.4K	Buy	1,440 +3	+0.2%	+$138	0.02%	323
2024 Q2	$65.7K	Buy	1,437 +3	+0.2%	+$129	0.02%	312
2024 Q1	$60.4K	Buy	+1,434	New	+$57.7K	0.02%	326

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

Glass Jacobson Investment Advisors's XLG Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 1,369 shares — an estimated $68.4K sold.

Glass Jacobson Investment Advisors first reported a position in XLG in Q1 2024 and held it in 5 quarters. The position peaked at $68.4K in Q3 2024. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 1,369 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $68.4K.
Glass Jacobson Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 5 quarters.
Glass Jacobson Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $68.4K in Q3 2024.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.