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Heritage Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-38,115
Closed -$1.9M – 76
2024
Q4 		$1.9M Buy
+38,115
New +$1.88M 2.39% 14

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Heritage Wealth Partners's XLG Position: Q1 2025 in Review

Heritage Wealth Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 38,115 shares — an estimated $1.9M sold.

Heritage Wealth Partners first reported a position in XLG in Q4 2024 and held it in 1 quarter. The position peaked at $1.9M in Q4 2024. 523 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

  • Heritage Wealth Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Partners sold 38,115 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $1.9M.
  • Heritage Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 1 quarter.
  • Heritage Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $1.9M in Q4 2024.
  • 523 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.