GWSG
XLG icon

GPS Wealth Strategies Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

GPS Wealth Strategies Group’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 		$5M Sell
84,420
-1,268,887
-94% -$74.6M 4.26% 3
2025
Q3 		$77.8M Buy
1,353,307
+19,966
+1% +$1.09M 8.22% 2
2025
Q2 		$69.5M Buy
1,333,341
+97,328
+8% +$4.63M 8% 2
2025
Q1 		$56.9M Buy
1,236,013
+61,028
+5% +$3.01M 7.67% 1
2024
Q4 		$58.7M Buy
1,174,985
+89,392
+8% +$4.4M 7.54% 2
2024
Q3 		$51.6M Buy
1,085,593
+157,699
+17% +$7.25M 6.87% 2
2024
Q2 		$42.5M Buy
927,894
+60,665
+7% +$2.6M 6.38% 2
2024
Q1 		$36.5M Buy
867,229
+77,411
+10% +$3.11M 5.92% 2
2023
Q4 		$29.8M Buy
789,818
+50,417
+7% +$1.8M 5.44% 3
2023
Q3 		$25.1M Buy
739,401
+13,561
+2% +$477K 4.82% 3
2023
Q2 		$25.4M Buy
725,840
+25,780
+4% +$840K 4.73% 4
2023
Q1 		$21.7M Sell
700,060
-171,360
-20% -$5.03M 4.5% 4
2022
Q4 		$24M Sell
871,420
-80,410
-8% -$2.27M 7.23% 3
2022
Q3 		$25.6M Buy
951,830
+243,980
+34% +$7.36M 6.47% 2
2022
Q2 		$20.3M Buy
707,850
+485,680
+219% +$15.1M 5.21% 4
2022
Q1 		$7.81M Buy
222,170
+124,960
+129% +$4.3M 1.76% 10
2021
Q4 		$3.59M Buy
97,210
+46,930
+93% +$1.67M 0.79% 20
2021
Q3 		$1.66M Buy
50,280
+8,110
+19% +$275K 0.41% 44
2021
Q2 		$1.37M Buy
42,170
+27,970
+197% +$877K 0.35% 50
2021
Q1 		$421K Buy
+14,200
New +$414K 0.12% 111

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GPS Wealth Strategies Group's XLG Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 94% in Q4 2025, selling an estimated $74.6M and leaving 84,420 shares worth $5M. The position accounts for 4.26% of the portfolio, ranked #3.

GPS Wealth Strategies Group first reported a position in XLG in Q1 2021 and has held it in 20 quarters since. The position peaked at $77.8M in Q3 2025. 645 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • GPS Wealth Strategies Group held 84,420 shares of Invesco S&P 500 Top 50 ETF worth $5M as of Q4 2025.
  • GPS Wealth Strategies Group sold 1,268,887 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $74.6M.
  • Invesco S&P 500 Top 50 ETF made up 4.26% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #3 holding.
  • GPS Wealth Strategies Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 20 quarters since.
  • GPS Wealth Strategies Group's Invesco S&P 500 Top 50 ETF position peaked at $77.8M in Q3 2025.
  • 645 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.