GF
XLG icon

Gries Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Gries Financial’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
-5,108
Closed -$235K – 324
2025
Q1 		$235K Sell
5,108
-3,312
-39% -$163K 0.05% 246
2024
Q4 		$421K Buy
8,420
+2,293
+37% +$113K 0.07% 178
2024
Q3 		$291K Buy
+6,127
New +$282K 0.05% 207
2024
Q2 		– Sell
-13,548
Closed -$571K – 290
2024
Q1 		$571K Buy
+13,548
New +$545K 0.1% 158

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gries Financial's XLG Position: Q2 2025 in Review

Gries Financial sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 5,108 shares — an estimated $235K sold.

Gries Financial first reported a position in XLG in Q1 2024 and held it in 4 quarters. The position peaked at $571K in Q1 2024. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

  • Gries Financial reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
  • Gries Financial sold 5,108 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $235K.
  • Gries Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 4 quarters.
  • Gries Financial's Invesco S&P 500 Top 50 ETF position peaked at $571K in Q1 2024.
  • 550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Gries Financial's 13F filing for Q2 2025, filed 14 Jul 2025.