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MB, Levis & Associates’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

MB, Levis & Associates’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
Q1 		– Sell
-123
Closed -$6.14K – 295
2024
Q4 		$6.14K Buy
123
+25
+26% +$1.23K ﹤0.01% 211
2024
Q3 		$4.66K Hold
98
– – ﹤0.01% 226
2024
Q2 		$4.48K Buy
+98
New +$4.21K ﹤0.01% 223

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MB, Levis & Associates's XLG Position: Q1 2025 in Review

MB, Levis & Associates sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 123 shares — an estimated $6.14K sold.

MB, Levis & Associates first reported a position in XLG in Q2 2024 and held it in 3 quarters. The position peaked at $6.14K in Q4 2024. 523 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

  • MB, Levis & Associates reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 123 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $6.14K.
  • MB, Levis & Associates first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and held it in 3 quarters.
  • MB, Levis & Associates's Invesco S&P 500 Top 50 ETF position peaked at $6.14K in Q4 2024.
  • 523 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on MB, Levis & Associates's 13F filing for Q1 2025, filed 7 May 2025.