Orion Portfolio Solutions’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.2M	Buy	25,980 +1,449	+6%	+$71.5K	0.01%	983
2024 Q4	$1.23M	Buy	24,531 +5,081	+26%	+$250K	0.01%	937
2024 Q3	$924K	Sell	19,450 -2,942	-13%	-$135K	0.01%	1083
2024 Q2	$1.02M	Buy	22,392 +5,427	+32%	+$233K	0.01%	980
2024 Q1	$715K	Sell	16,965 -254	-1%	-$10.2K	0.01%	1127
2023 Q4	$650K	Buy	+17,219	New	+$615K	0.01%	1111
2023 Q3	–	Sell	-19,390	Closed	-$678K	–	1689
2023 Q2	$678K	Buy	+19,390	New	+$632K	0.01%	1098
2023 Q1	–	Sell	-15,360	Closed	-$424K	–	1622
2022 Q4	$424K	Buy	15,360 +2,070	+16%	+$58.4K	0.01%	547
2022 Q3	$358K	Sell	13,290 -980	-7%	-$29.6K	0.01%	518
2022 Q2	$409K	Sell	14,270 -1,530	-10%	-$47.7K	0.02%	456
2022 Q1	$555K	Buy	15,800 +8,070	+104%	+$278K	0.02%	391
2021 Q4	$285K	Buy	+7,730	New	+$276K	0.01%	587

Other funds holding XLG

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

Orion Portfolio Solutions's XLG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.9% in Q1 2025, buying an estimated $71.5K and bringing the position to 25,980 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #983.

Orion Portfolio Solutions first reported a position in XLG in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.23M in Q4 2024. 522 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

Orion Portfolio Solutions held 25,980 shares of Invesco S&P 500 Top 50 ETF worth $1.2M as of Q1 2025.
Orion Portfolio Solutions bought 1,449 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $71.5K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #983 holding.
Orion Portfolio Solutions first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 12 quarters since.
Orion Portfolio Solutions's Invesco S&P 500 Top 50 ETF position peaked at $1.23M in Q4 2024.
522 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.