GRP
XLG icon

Global Retirement Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Global Retirement Partners’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
Q4 		$22.8M Buy
383,897
+7,305
+2% +$429K 0.4% 51
2025
Q3 		$21.7M Buy
376,592
+45,567
+14% +$2.49M 0.48% 40
2025
Q2 		$17.2M Buy
+331,025
New +$15.7M 0.43% 46
2024
Q4 		$14.5M Buy
290,268
+35,469
+14% +$1.75M 0.42% 46
2024
Q3 		$12.1M Buy
254,799
+2,739
+1% +$126K 0.37% 54
2024
Q2 		$11.5M Buy
252,060
+6,559
+3% +$282K 0.36% 55
2024
Q1 		$10.3M Buy
245,501
+16,656
+7% +$670K 0.39% 53
2023
Q4 		$8.72M Buy
228,845
+26,631
+13% +$951K 0.37% 55
2023
Q3 		$6.89M Sell
202,214
-1,106
-0.5% -$38.9K 0.35% 65
2023
Q2 		$7.11M Sell
203,320
-120
-0.1% -$3.91K 0.35% 62
2023
Q1 		$6.38M Sell
203,440
-1,630
-0.8% -$47.8K 0.34% 59
2022
Q4 		$5.66M Sell
205,070
-2,720
-1% -$76.7K 0.39% 50
2022
Q3 		$5.92M Buy
207,790
+38,710
+23% +$1.17M 0.45% 40
2022
Q2 		$4.84M Sell
169,080
-2,900
-2% -$90.4K 0.39% 48
2022
Q1 		$5.08M Buy
+171,980
New +$5.91M 0.4% 52
2021
Q4 		– Sell
-500
Closed -$17K – 1841
2021
Q3 		$17K Buy
+500
New +$16.9K ﹤0.01% 1263

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Retirement Partners's XLG Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.9% in Q4 2025, buying an estimated $429K and bringing the position to 383,897 shares worth $22.8M. The position accounts for 0.4% of the portfolio, ranked #51.

Global Retirement Partners first reported a position in XLG in Q3 2021 and has held it in 16 quarters since. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • Global Retirement Partners held 383,897 shares of Invesco S&P 500 Top 50 ETF worth $22.8M as of Q4 2025.
  • Global Retirement Partners bought 7,305 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $429K.
  • Invesco S&P 500 Top 50 ETF made up 0.4% of Global Retirement Partners's portfolio in Q4 2025, its #51 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and has held it in 16 quarters since.
  • 641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.