Prosperity Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Prosperity Wealth Management’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 Q4	$284K	Buy	+4,791	New	+$282K	0.09%	196

Other funds holding XLG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

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

Prosperity Wealth Management's XLG Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025: 4,791 shares worth $284K. The stake represents 0.09% of the portfolio and ranks #196 among its holdings.

641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

Prosperity Wealth Management held 4,791 shares of Invesco S&P 500 Top 50 ETF worth $284K as of Q4 2025.
Invesco S&P 500 Top 50 ETF was a new Prosperity Wealth Management position in Q4 2025.
Invesco S&P 500 Top 50 ETF made up 0.09% of Prosperity Wealth Management's portfolio in Q4 2025, its #196 holding.
641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.