Old Mission Capital’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Old Mission Capital’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 Q2	–	Sell	-14,717	Closed	-$677K	–	1343
2025 Q1	$677K	Buy	+14,717	New	+$726K	0.01%	510
2023 Q2	–	Sell	-9,580	Closed	-$297K	–	1563
2023 Q1	$297K	Buy	+9,580	New	+$281K	0.01%	989

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

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

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Old Mission Capital's XLG Position: Q2 2025 in Review

Old Mission Capital sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 14,717 shares — an estimated $677K sold.

Old Mission Capital first reported a position in XLG in Q1 2023 and held it in 2 quarters. The position peaked at $677K in Q1 2025. 551 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Old Mission Capital reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
Old Mission Capital sold 14,717 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $677K.
Old Mission Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2023 and held it in 2 quarters.
Old Mission Capital's Invesco S&P 500 Top 50 ETF position peaked at $677K in Q1 2025.
551 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Old Mission Capital's 13F filing for Q2 2025, filed 14 Aug 2025.