Oliver Lagore Vanvalin Investment Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$1.75K	Buy	+38	New	+$1.81K	﹤0.01%	565

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XLG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025: 38 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings.

550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 38 shares of Invesco S&P 500 Top 50 ETF worth $1.75K as of Q2 2025.
Invesco S&P 500 Top 50 ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #565 holding.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.