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XLG icon

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

&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
2026
Q1 		$3.86M Buy
70,674
+7,470
+12% +$429K 0.02% 615
2025
Q4 		$3.65M Buy
63,204
+5,186
+9% +$305K 0.02% 607
2025
Q3 		$3.34M Buy
58,018
+9,398
+19% +$514K 0.02% 550
2025
Q2 		$2.53M Sell
48,620
-2,148
-4% -$102K 0.02% 575
2025
Q1 		$2.33M Sell
50,768
-2,340
-4% -$115K 0.02% 489
2024
Q4 		$2.68M Sell
53,108
-7,831
-13% -$386K 0.03% 409
2024
Q3 		$2.9M Sell
60,939
-13,206
-18% -$607K 0.06% 292
2024
Q2 		$3.39M Buy
74,145
+18,995
+34% +$815K 0.15% 153
2024
Q1 		$2.32M Buy
+55,150
New +$2.22M 0.32% 62

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return