Rappaport Reiches Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Rappaport Reiches Capital 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 Q1	$1.14M	Buy	24,764 +4,673	+23%	+$231K	0.28%	37
2024 Q4	$1M	Buy	20,091 +2,584	+15%	+$127K	0.26%	41
2024 Q3	$832K	Buy	17,507 +1,938	+12%	+$89.1K	0.22%	45
2024 Q2	$712K	Buy	15,569 +6,252	+67%	+$268K	0.21%	45
2024 Q1	$393K	Buy	+9,317	New	+$375K	0.12%	70

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

Rappaport Reiches Capital Management's XLG Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 23% in Q1 2025, buying an estimated $231K and bringing the position to 24,764 shares worth $1.14M. The position accounts for 0.28% of the portfolio, ranked #37.

Rappaport Reiches Capital Management first reported a position in XLG in Q1 2024 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

Rappaport Reiches Capital Management held 24,764 shares of Invesco S&P 500 Top 50 ETF worth $1.14M as of Q1 2025.
Rappaport Reiches Capital Management bought 4,673 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $231K.
Invesco S&P 500 Top 50 ETF made up 0.28% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #37 holding.
Rappaport Reiches Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 5 quarters since.
522 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.