OmniStar Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

OmniStar Financial 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	-11,381	Closed	-$655K	–	118
2025 Q3	$655K	Buy	11,381 +619	+6%	+$33.8K	0.4%	69
2025 Q2	$561K	Buy	10,762 +108	+1%	+$5.14K	0.42%	68
2025 Q1	$493K	Sell	10,654 -378	-3%	-$18.7K	0.39%	77
2024 Q4	$552K	Buy	11,032 +556	+5%	+$27.4K	0.44%	73
2024 Q3	$500K	Buy	10,476 +708	+7%	+$32.5K	0.37%	100
2024 Q2	$447K	Buy	9,768 +1,319	+16%	+$56.6K	0.4%	90
2024 Q1	$356K	Buy	+8,449	New	+$340K	0.33%	99

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

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

OmniStar Financial Group's XLG Position: Q4 2025 in Review

OmniStar Financial Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 11,381 shares — an estimated $655K sold.

OmniStar Financial Group first reported a position in XLG in Q1 2024 and held it in 7 quarters. The position peaked at $655K in Q3 2025. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

OmniStar Financial Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
OmniStar Financial Group sold 11,381 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $655K.
OmniStar Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 7 quarters.
OmniStar Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $655K in Q3 2025.
641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on OmniStar Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.