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Spectrum Wealth Counsel’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$84.5K Sell
1,837
-310
-14% -$15.3K 0.01% 155
2024
Q4 		$107K Hold
2,147
– – 0.01% 147
2024
Q3 		$102K Hold
2,147
– – 0.01% 147
2024
Q2 		$98.2K Sell
2,147
-688
-24% -$29.5K 0.01% 161
2024
Q1 		$119K Buy
+2,835
New +$114K 0.01% 156

Other funds holding XLG

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Spectrum Wealth Counsel's XLG Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 14% in Q1 2025, selling an estimated $15.3K and leaving 1,837 shares worth $84.5K. The position accounts for 0.01% of the portfolio, ranked #155.

Spectrum Wealth Counsel first reported a position in XLG in Q1 2024 and has held it in 5 quarters since. The position peaked at $119K in Q1 2024. 522 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

  • Spectrum Wealth Counsel held 1,837 shares of Invesco S&P 500 Top 50 ETF worth $84.5K as of Q1 2025.
  • Spectrum Wealth Counsel sold 310 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $15.3K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #155 holding.
  • Spectrum Wealth Counsel first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 5 quarters since.
  • Spectrum Wealth Counsel's Invesco S&P 500 Top 50 ETF position peaked at $119K in Q1 2024.
  • 522 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.