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

ORG 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 Q2	–	Sell	-266	Closed	-$12.3K	–	1634
2025 Q1	$12.3K	Buy	+266	New	+$13.1K	﹤0.01%	761
2024 Q3	–	Sell	-381	Closed	-$17.6K	–	1392
2024 Q2	$17.6K	Buy	+381	New	+$16.4K	﹤0.01%	1107
2024 Q1	–	Sell	-381	Closed	-$14.4K	–	1137
2023 Q4	$14.4K	Buy	+381	New	+$13.6K	﹤0.01%	715
2023 Q3	–	Sell	-410	Closed	-$14.3K	–	1618
2023 Q2	$14.3K	Buy	+410	New	+$13.4K	﹤0.01%	919

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

ORG Partners's XLG Position: Q2 2025 in Review

ORG Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 266 shares — an estimated $12.3K sold.

ORG Partners first reported a position in XLG in Q2 2023 and held it in 4 quarters. The position peaked at $17.6K in Q2 2024. 551 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

ORG Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 266 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $12.3K.
ORG Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and held it in 4 quarters.
ORG Partners's Invesco S&P 500 Top 50 ETF position peaked at $17.6K in Q2 2024.
551 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.