Plante Moran Financial Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Plante Moran Financial Advisors’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	-950	Closed	-$43.7K	–	869
2025 Q1	$43.7K	Hold	950	–	–	﹤0.01%	363
2024 Q4	$47.5K	Hold	950	–	–	﹤0.01%	355
2024 Q3	$45.2K	Hold	950	–	–	﹤0.01%	406
2024 Q2	$43.5K	Hold	950	–	–	﹤0.01%	363
2024 Q1	$40K	Hold	950	–	–	﹤0.01%	391
2023 Q4	$35.8K	Hold	950	–	–	﹤0.01%	366
2023 Q3	$32.3K	Hold	950	–	–	﹤0.01%	351
2023 Q2	$33.2K	Hold	950	–	–	﹤0.01%	358
2023 Q1	$29.5K	Sell	950 -800	-46%	-$23.5K	﹤0.01%	376
2022 Q4	$48.3K	Buy	1,750 +800	+84%	+$22.6K	0.01%	310
2022 Q3	$26K	Hold	950	–	–	﹤0.01%	413
2022 Q2	$27K	Hold	950	–	–	﹤0.01%	411
2022 Q1	$33K	Sell	950 -420	-31%	-$14.4K	0.01%	401
2021 Q4	$51K	Hold	1,370	–	–	0.01%	358
2021 Q3	$45K	Hold	1,370	–	–	0.01%	407
2021 Q2	$45K	Hold	1,370	–	–	0.01%	399
2021 Q1	$41K	Buy	+1,370	New	+$39.9K	0.01%	403
2016 Q4	–	Sell	-180	Closed	-$3K	–	1047
2016 Q3	$3K	Sell	180 -400	-69%	-$6.11K	﹤0.01%	807
2016 Q2	$9K	Hold	580	–	–	0.01%	548
2016 Q1	$8K	Sell	580 -420	-42%	-$5.83K	0.01%	522
2015 Q4	$14K	Hold	1,000	–	–	0.01%	518
2015 Q3	$13K	Hold	1,000	–	–	0.01%	449
2015 Q2	$14K	Hold	1,000	–	–	0.01%	478
2015 Q1	$14K	Hold	1,000	–	–	0.01%	467
2014 Q4	$14K	Hold	1,000	–	–	0.01%	475
2014 Q3	$14K	Buy	+1,000	New	+$13.7K	0.01%	476

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

Plante Moran Financial Advisors's XLG Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 950 shares — an estimated $43.7K sold.

Plante Moran Financial Advisors first reported a position in XLG in Q3 2014 and held it in 26 quarters. The position peaked at $51K in Q4 2021. 551 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Plante Moran Financial Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 950 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $43.7K.
Plante Moran Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2014 and held it in 26 quarters.
Plante Moran Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $51K in Q4 2021.
551 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.