National Wealth Management Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

National Wealth Management Group’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	-6,697	Closed	-$385K	–	291
2025 Q3	$385K	Buy	+6,697	New	+$366K	0.15%	159
2025 Q1	–	Sell	-4,736	Closed	-$237K	–	186
2024 Q4	$237K	Buy	+4,736	New	+$233K	0.16%	127
2022 Q1	–	Sell	-7,090	Closed	-$262K	–	136
2021 Q4	$262K	Buy	+7,090	New	+$253K	0.25%	100

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

National Wealth Management Group's XLG Position: Q4 2025 in Review

National Wealth Management Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 6,697 shares — an estimated $385K sold.

National Wealth Management Group first reported a position in XLG in Q4 2021 and held it in 3 quarters. The position peaked at $385K in Q3 2025. 645 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

National Wealth Management Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
National Wealth Management Group sold 6,697 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $385K.
National Wealth Management Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and held it in 3 quarters.
National Wealth Management Group's Invesco S&P 500 Top 50 ETF position peaked at $385K in Q3 2025.
645 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.