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McDonald Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

McDonald Partners’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
Q4 		– Sell
-5,845
Closed -$336K – 238
2025
Q3 		$336K Sell
5,845
-4,496
-43% -$246K 0.1% 180
2025
Q2 		$540K Buy
10,341
+987
+11% +$46.9K 0.13% 165
2025
Q1 		$431K Buy
9,354
+2,171
+30% +$107K 0.11% 177
2024
Q4 		$359K Sell
7,183
-162
-2% -$7.97K 0.09% 186
2024
Q3 		$349K Buy
7,345
+1,431
+24% +$65.8K 0.09% 188
2024
Q2 		$271K Buy
5,914
+1,026
+21% +$44K 0.07% 207
2024
Q1 		$206K Buy
+4,888
New +$197K 0.06% 227

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McDonald Partners's XLG Position: Q4 2025 in Review

McDonald Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 5,845 shares — an estimated $336K sold.

McDonald Partners first reported a position in XLG in Q1 2024 and held it in 7 quarters. The position peaked at $540K in Q2 2025. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • McDonald Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
  • McDonald Partners sold 5,845 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $336K.
  • McDonald Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 7 quarters.
  • McDonald Partners's Invesco S&P 500 Top 50 ETF position peaked at $540K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on McDonald Partners's 13F filing for Q4 2025, filed 2 Feb 2026.