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Smith Shellnut Wilson’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Smith Shellnut Wilson’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
Q3 		$2.8M Buy
48,725
+2,249
+5% +$123K 1.08% 20
2025
Q2 		$2.42M Buy
46,476
+229
+0.5% +$10.9K 1.05% 21
2025
Q1 		$2.13M Buy
46,247
+3,132
+7% +$155K 0.98% 27
2024
Q4 		$2.15M Buy
43,115
+36,850
+588% +$1.81M 0.95% 25
2024
Q3 		$298K Buy
6,265
+765
+14% +$35.2K 0.13% 108
2024
Q2 		$252K Buy
+5,500
New +$236K 0.12% 119

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.75B AUM 21.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smith Shellnut Wilson's XLG Position: Q3 2025 in Review

Smith Shellnut Wilson increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.8% in Q3 2025, buying an estimated $123K and bringing the position to 48,725 shares worth $2.8M. The position accounts for 1.08% of the portfolio, ranked #20.

Smith Shellnut Wilson first reported a position in XLG in Q2 2024 and has held it in 6 quarters since. 565 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

  • Smith Shellnut Wilson held 48,725 shares of Invesco S&P 500 Top 50 ETF worth $2.8M as of Q3 2025.
  • Smith Shellnut Wilson bought 2,249 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $123K.
  • Invesco S&P 500 Top 50 ETF made up 1.08% of Smith Shellnut Wilson's portfolio in Q3 2025, its #20 holding.
  • Smith Shellnut Wilson first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 6 quarters since.
  • 565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.