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

SteelPeak Wealth’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	-11,435	Closed	-$658K	–	658
2025 Q3	$658K	Hold	11,435	–	–	0.02%	353
2025 Q2	$596K	Sell	11,435 -710	-6%	-$33.8K	0.02%	340
2025 Q1	$559K	Sell	12,145 -366	-3%	-$18.1K	0.02%	329
2024 Q4	$625K	Hold	12,511	–	–	0.03%	314
2024 Q3	$595K	Buy	12,511 +221	+2%	+$10.2K	0.03%	283
2024 Q2	$562K	Buy	12,290 +148	+1%	+$6.35K	0.03%	296
2024 Q1	$512K	Sell	12,142 -1,288	-10%	-$51.8K	0.03%	295
2023 Q4	$507K	Sell	13,430 -400	-3%	-$14.3K	0.03%	277
2023 Q3	$470K	Hold	13,830	–	–	0.03%	269
2023 Q2	$484K	Buy	+13,830	New	+$451K	0.03%	248

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

SteelPeak Wealth's XLG Position: Q4 2025 in Review

SteelPeak Wealth sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 11,435 shares — an estimated $658K sold.

SteelPeak Wealth first reported a position in XLG in Q2 2023 and held it in 10 quarters. The position peaked at $658K in Q3 2025. 645 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

SteelPeak Wealth reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 11,435 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $658K.
SteelPeak Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and held it in 10 quarters.
SteelPeak Wealth's Invesco S&P 500 Top 50 ETF position peaked at $658K in Q3 2025.
645 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

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