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

Manchester Financial’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	-206,869	Closed	-$9.52M	–	129
2025 Q1	$9.52M	Buy	+206,869	New	+$10.2M	2.14%	12
2021 Q2	–	Sell	-2,830	Closed	-$84K	–	668
2021 Q1	$84K	Buy	2,830 +10	+0.4%	+$291	0.04%	126
2020 Q4	$80K	Hold	2,820	–	–	0.05%	110
2020 Q3	$74K	Sell	2,820 -810	-22%	-$20.9K	0.06%	106
2020 Q2	$86K	Sell	3,630 -720	-17%	-$16.1K	0.07%	93
2020 Q1	$85K	Sell	4,350 -1,020,330	-100%	-$23M	0.06%	91
2019 Q4	$23.9M	Sell	1,024,680 -57,960	-5%	-$1.29M	9.37%	4
2019 Q3	$23M	Sell	1,082,640 -380	-0%	-$8.06K	10.09%	4
2019 Q2	$22.7M	Buy	1,083,020 +134,360	+14%	+$2.78M	10.22%	3
2019 Q1	$19.2M	Buy	+948,660	New	+$18.4M	9.33%	3

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

Manchester Financial's XLG Position: Q2 2025 in Review

Manchester Financial sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 206,869 shares — an estimated $9.52M sold.

Manchester Financial first reported a position in XLG in Q1 2019 and held it in 10 quarters. The position peaked at $23.9M in Q4 2019. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Manchester Financial reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
Manchester Financial sold 206,869 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $9.52M.
Manchester Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2019 and held it in 10 quarters.
Manchester Financial's Invesco S&P 500 Top 50 ETF position peaked at $23.9M in Q4 2019.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Manchester Financial's 13F filing for Q2 2025, filed 29 Jul 2025.