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

Intelligent Financial Strategies’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
-78
Closed -$3.59K – 88
2025
Q1 		$3.59K Buy
+78
New +$3.85K ﹤0.01% 82

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

Intelligent Financial Strategies's XLG Position: Q2 2025 in Review

Intelligent Financial Strategies sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 78 shares — an estimated $3.59K sold.

Intelligent Financial Strategies first reported a position in XLG in Q1 2025 and held it in 1 quarter. The position peaked at $3.59K in Q1 2025. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

  • Intelligent Financial Strategies reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
  • Intelligent Financial Strategies sold 78 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $3.59K.
  • Intelligent Financial Strategies first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 1 quarter.
  • Intelligent Financial Strategies's Invesco S&P 500 Top 50 ETF position peaked at $3.59K in Q1 2025.
  • 550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Intelligent Financial Strategies's 13F filing for Q2 2025, filed 31 Jul 2025.