Realta Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Realta Investment 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 Q1	–	Sell	-1,415	Closed	-$71.5K	–	373
2024 Q4	$71.5K	Sell	1,415 -3,347	-70%	-$165K	0.03%	233
2024 Q3	$231K	Sell	4,762 -74	-2%	-$3.4K	0.11%	167
2024 Q2	$221K	Buy	4,836 +4,635	+2,306%	+$199K	0.04%	370
2024 Q1	$8.46K	Buy	+201	New	+$8.09K	﹤0.01%	712
2023 Q4	–	Sell	-45	Closed	-$15.7K	–	805
2023 Q3	$15.7K	Sell	45 -405	-90%	-$14.2K	﹤0.01%	639
2023 Q2	$15.7K	Buy	+450	New	+$14.7K	﹤0.01%	685
2023 Q1	–	Sell	-450	Closed	-$12.4K	–	837
2022 Q4	$12.4K	Hold	450	–	–	﹤0.01%	693
2022 Q3	$12K	Buy	+450	New	+$13.6K	﹤0.01%	677
2020 Q1	–	Sell	-450	Closed	-$10K	–	1424
2019 Q4	$10K	Hold	450	–	–	﹤0.01%	1146
2019 Q3	$10K	Hold	450	–	–	﹤0.01%	1117
2019 Q2	$9K	Hold	450	–	–	﹤0.01%	1184
2019 Q1	$9K	Buy	+450	New	+$8.74K	﹤0.01%	940

Other funds holding XLG

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 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

Realta Investment Advisors's XLG Position: Q1 2025 in Review

Realta Investment Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 1,415 shares — an estimated $71.5K sold.

Realta Investment Advisors first reported a position in XLG in Q1 2019 and held it in 12 quarters. The position peaked at $231K in Q3 2024. 522 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

Realta Investment Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
Realta Investment Advisors sold 1,415 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $71.5K.
Realta Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2019 and held it in 12 quarters.
Realta Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $231K in Q3 2024.
522 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.