Grey Fox Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-1,376	Closed	-$79.1K	–	617
2025 Q3	$79.1K	Buy	+1,376	New	+$75.2K	0.02%	211

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grey Fox Wealth Advisors's XLG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 1,376 shares — an estimated $79.1K sold.

Grey Fox Wealth Advisors first reported a position in XLG in Q3 2025 and held it in 1 quarter. The position peaked at $79.1K in Q3 2025. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 1,376 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $79.1K.
Grey Fox Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $79.1K in Q3 2025.
641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.