SignatureFD’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

SignatureFD’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	–	Sell	-1,238	Closed	-$71.2K	–	3557
2025 Q3	$71.2K	Hold	1,238	–	–	﹤0.01%	1459
2025 Q2	$64.5K	Hold	1,238	–	–	﹤0.01%	1451
2025 Q1	$57K	Hold	1,238	–	–	﹤0.01%	1501
2024 Q4	$61.9K	Hold	1,238	–	–	﹤0.01%	1462
2024 Q3	$58.9K	Hold	1,238	–	–	﹤0.01%	1493
2024 Q2	$56.6K	Hold	1,238	–	–	﹤0.01%	1447
2024 Q1	$52.2K	Hold	1,238	–	–	﹤0.01%	1529
2023 Q4	$46.7K	Sell	1,238 -18	-1%	-$643	﹤0.01%	1509
2023 Q3	$42.7K	Buy	+1,256	New	+$44.2K	﹤0.01%	1470
2021 Q3	–	Sell	-1,260	Closed	-$41K	–	3234
2021 Q2	$41K	Hold	1,260	–	–	﹤0.01%	1379
2021 Q1	$37K	Hold	1,260	–	–	﹤0.01%	1320
2020 Q4	$36K	Buy	+1,260	New	+$34.3K	﹤0.01%	1230

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

SignatureFD's XLG Position: Q4 2025 in Review

SignatureFD sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 1,238 shares — an estimated $71.2K sold.

SignatureFD first reported a position in XLG in Q4 2020 and held it in 12 quarters. The position peaked at $71.2K in Q3 2025. 645 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

SignatureFD reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
SignatureFD sold 1,238 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $71.2K.
SignatureFD first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and held it in 12 quarters.
SignatureFD's Invesco S&P 500 Top 50 ETF position peaked at $71.2K in Q3 2025.
645 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on SignatureFD's 13F filing for Q4 2025, filed 20 Jan 2026.