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

Obermeyer Wealth 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
Q3 		– Sell
-4,999
Closed -$260K – 304
2025
Q2 		$260K Buy
+4,999
New +$238K 0.01% 236

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
Raymond James Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Obermeyer Wealth Partners's XLG Position: Q3 2025 in Review

Obermeyer Wealth Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2025, closing a stake of 4,999 shares — an estimated $260K sold.

Obermeyer Wealth Partners first reported a position in XLG in Q2 2025 and held it in 1 quarter. The position peaked at $260K in Q2 2025. 565 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

  • Obermeyer Wealth Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,999 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $260K.
  • Obermeyer Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $260K in Q2 2025.
  • 565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2025, filed 27 Oct 2025.