Iron Horse Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Iron Horse Wealth Management’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	$39.1K	Hold	750	–	–	0.01%	156
2025 Q1	$34.5K	Hold	750	–	–	0.01%	149
2024 Q4	$37.5K	Hold	750	–	–	0.01%	138
2024 Q3	$35.6K	Hold	750	–	–	0.01%	132
2024 Q2	$34.3K	Hold	750	–	–	0.01%	131
2024 Q1	$31.6K	Hold	750	–	–	0.01%	109
2023 Q4	$28.3K	Hold	750	–	–	0.01%	102
2023 Q3	$25.5K	Buy	+750	New	+$26.4K	0.01%	99

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Iron Horse Wealth Management's XLG Position: Q2 2025 in Review

Iron Horse Wealth Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2025 at 750 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #156.

Iron Horse Wealth Management first reported a position in XLG in Q3 2023 and has held it in 8 quarters since. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Iron Horse Wealth Management held 750 shares of Invesco S&P 500 Top 50 ETF worth $39.1K as of Q2 2025.
Iron Horse Wealth Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2025.
Invesco S&P 500 Top 50 ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #156 holding.
Iron Horse Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2023 and has held it in 8 quarters since.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.