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

Simplex Trading’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	-4,979	Closed	-$286K	–	10298
2025 Q3	$286K	Buy	+4,979	New	+$272K	﹤0.01%	4521
2025 Q2	–	Sell	-160	Closed	-$7K	–	9881
2025 Q1	$7K	Sell	160 -731	-82%	-$36.1K	﹤0.01%	7384
2024 Q4	$44K	Sell	891 -10,902	-92%	-$537K	﹤0.01%	6014
2024 Q3	$560K	Buy	11,793 +6,044	+105%	+$278K	﹤0.01%	3482
2024 Q2	$263K	Buy	5,749 +5,640	+5,174%	+$242K	﹤0.01%	4373
2024 Q1	$4K	Sell	109 -181	-62%	-$7.28K	﹤0.01%	8178
2023 Q4	$10K	Sell	290 -297	-51%	-$10.6K	﹤0.01%	7470
2023 Q3	$19K	Buy	+587	New	+$20.6K	﹤0.01%	6685
2022 Q3	–	Sell	-1,460	Closed	-$41K	–	11024
2022 Q2	$41K	Buy	1,460 +1,000	+217%	+$31.2K	﹤0.01%	6747
2022 Q1	$16K	Sell	460 -5,020	-92%	-$173K	﹤0.01%	8493
2021 Q4	$202K	Buy	+5,480	New	+$195K	﹤0.01%	5185

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

Simplex Trading's XLG Position: Q4 2025 in Review

Simplex Trading sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 4,979 shares — an estimated $286K sold.

Simplex Trading first reported a position in XLG in Q4 2021 and held it in 11 quarters. The position peaked at $560K in Q3 2024. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

Simplex Trading reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 4,979 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $286K.
Simplex Trading first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and held it in 11 quarters.
Simplex Trading's Invesco S&P 500 Top 50 ETF position peaked at $560K in Q3 2024.
641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.