M Holdings Securities’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-12,619	Closed	-$656K	–	198
2025 Q2	$656K	Buy	+12,619	New	+$600K	0.11%	119
2024 Q3	–	Sell	-7,755	Closed	-$355K	–	309
2024 Q2	$355K	Buy	+7,755	New	+$333K	0.05%	215
2022 Q2	–	Sell	-8,230	Closed	-$289K	–	518
2022 Q1	$289K	Buy	+8,230	New	+$283K	0.02%	399

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

M Holdings Securities's XLG Position: Q3 2025 in Review

M Holdings Securities sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2025, closing a stake of 12,619 shares — an estimated $656K sold.

M Holdings Securities first reported a position in XLG in Q1 2022 and held it in 3 quarters. The position peaked at $656K in Q2 2025. 566 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

M Holdings Securities reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2025 after selling out during the quarter.
M Holdings Securities sold 12,619 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $656K.
M Holdings Securities first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2022 and held it in 3 quarters.
M Holdings Securities's Invesco S&P 500 Top 50 ETF position peaked at $656K in Q2 2025.
566 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.