Moloney Securities Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Moloney Securities Asset 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 Q3	$598K	Buy	10,397 +885	+9%	+$48.4K	0.07%	251
2025 Q2	$496K	Buy	9,512 +541	+6%	+$25.7K	0.06%	268
2025 Q1	$413K	Hold	8,971	–	–	0.06%	282
2024 Q4	$448K	Buy	8,971 +2,851	+47%	+$140K	0.06%	275
2024 Q3	$291K	Hold	6,120	–	–	0.04%	364
2024 Q2	$280K	Hold	6,120	–	–	0.04%	362
2024 Q1	$258K	Hold	6,120	–	–	0.04%	365
2023 Q4	$231K	Hold	6,120	–	–	0.04%	383
2023 Q3	$208K	Hold	6,120	–	–	0.04%	374
2023 Q2	$214K	Buy	+6,120	New	+$199K	0.04%	368
2022 Q2	–	Sell	-6,120	Closed	-$215K	–	430
2022 Q1	$215K	Hold	6,120	–	–	0.04%	369
2021 Q4	$226K	Hold	6,120	–	–	0.04%	387
2021 Q3	$202K	Buy	+6,120	New	+$207K	0.04%	396

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Moloney Securities Asset Management's XLG Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.3% in Q3 2025, buying an estimated $48.4K and bringing the position to 10,397 shares worth $598K. The position accounts for 0.07% of the portfolio, ranked #251.

Moloney Securities Asset Management first reported a position in XLG in Q3 2021 and has held it in 13 quarters since. 565 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

Moloney Securities Asset Management held 10,397 shares of Invesco S&P 500 Top 50 ETF worth $598K as of Q3 2025.
Moloney Securities Asset Management bought 885 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $48.4K.
Invesco S&P 500 Top 50 ETF made up 0.07% of Moloney Securities Asset Management's portfolio in Q3 2025, its #251 holding.
Moloney Securities Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and has held it in 13 quarters since.
565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.