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Moneta Group Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Moneta Group Investment Advisors’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
-3,876
Closed -$223K – 858
2025
Q3 		$223K Sell
3,876
-4,285
-53% -$234K ﹤0.01% 717
2025
Q2 		$425K Buy
8,161
+2,723
+50% +$130K 0.01% 473
2025
Q1 		$250K Buy
+5,438
New +$268K ﹤0.01% 569

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moneta Group Investment Advisors's XLG Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 3,876 shares — an estimated $223K sold.

Moneta Group Investment Advisors first reported a position in XLG in Q1 2025 and held it in 3 quarters. The position peaked at $425K in Q2 2025. 645 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,876 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $223K.
  • Moneta Group Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $425K in Q2 2025.
  • 645 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.