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PGIM Custom Harvest’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

PGIM Custom Harvest’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
Q3 		– Sell
-5,704
Closed -$297K – 272
2025
Q2 		$297K Buy
5,704
+810
+17% +$38.5K 0.01% 197
2025
Q1 		$225K Hold
4,894
– – 0.01% 220
2024
Q4 		$245K Sell
4,894
-195
-4% -$9.6K ﹤0.01% 222
2024
Q3 		$242K Buy
+5,089
New +$234K ﹤0.01% 217

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PGIM Custom Harvest's XLG Position: Q3 2025 in Review

PGIM Custom Harvest sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2025, closing a stake of 5,704 shares — an estimated $297K sold.

PGIM Custom Harvest first reported a position in XLG in Q3 2024 and held it in 4 quarters. The position peaked at $297K in Q2 2025. 566 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

  • PGIM Custom Harvest reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2025 after selling out during the quarter.
  • PGIM Custom Harvest sold 5,704 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $297K.
  • PGIM Custom Harvest first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 4 quarters.
  • PGIM Custom Harvest's Invesco S&P 500 Top 50 ETF position peaked at $297K in Q2 2025.
  • 566 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on PGIM Custom Harvest's 13F filing for Q3 2025, filed 14 Nov 2025.