IWA
XLG icon

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

Icon 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
-3,216
Closed -$185K – 531
2025
Q3 		$185K Buy
3,216
+28
+0.9% +$1.53K 0.01% 384
2025
Q2 		$166K Buy
3,188
+22
+0.7% +$1.05K 0.01% 403
2025
Q1 		$146K Buy
+3,166
New +$156K 0.01% 409

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

Icon Wealth Advisors's XLG Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 3,216 shares — an estimated $185K sold.

Icon Wealth Advisors first reported a position in XLG in Q1 2025 and held it in 3 quarters. The position peaked at $185K in Q3 2025. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,216 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $185K.
  • Icon Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 3 quarters.
  • Icon Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $185K in Q3 2025.
  • 641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

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