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Smallwood Wealth Investment Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Smallwood Wealth Investment 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
Q2 		– Sell
-26
Closed -$1.2K – 585
2025
Q1 		$1.2K Buy
+26
New +$1.28K ﹤0.01% 411

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smallwood Wealth Investment Management's XLG Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 26 shares — an estimated $1.2K sold.

Smallwood Wealth Investment Management first reported a position in XLG in Q1 2025 and held it in 1 quarter. The position peaked at $1.2K in Q1 2025. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 26 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $1.2K.
  • Smallwood Wealth Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $1.2K in Q1 2025.
  • 550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.