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

Semmax 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	$605K	Buy	11,068 +3,832	+53%	+$182K	0.16%	113
2025 Q1	$337K	Buy	+7,236	New	+$357K	0.09%	118

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

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

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

PWP

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Semmax Financial Advisors's XLG Position: Q2 2025 in Review

Semmax Financial Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 53% in Q2 2025, buying an estimated $182K and bringing the position to 11,068 shares worth $605K. The position accounts for 0.16% of the portfolio, ranked #113.

Semmax Financial Advisors first reported a position in XLG in Q1 2025 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

Semmax Financial Advisors held 11,068 shares of Invesco S&P 500 Top 50 ETF worth $605K as of Q2 2025.
Semmax Financial Advisors bought 3,832 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $182K.
Invesco S&P 500 Top 50 ETF made up 0.16% of Semmax Financial Advisors's portfolio in Q2 2025, its #113 holding.
Semmax Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 2 quarters since.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.