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SYM Financial Corp’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

SYM Financial Corp’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
-1,100
Closed -$50.6K – 452
2025
Q1 		$50.6K Sell
1,100
-1,072
-49% -$52.9K 0.01% 310
2024
Q4 		$109K Buy
2,172
+1,072
+97% +$52.8K 0.01% 256
2024
Q3 		$52.3K Hold
1,100
– – 0.01% 221
2024
Q2 		$50.3K Hold
1,100
– – 0.01% 206
2024
Q1 		$46.3K Hold
1,100
– – 0.01% 132
2023
Q4 		$41.5K Hold
1,100
– – 0.01% 145
2023
Q3 		$37.4K Buy
+1,100
New +$38.7K 0.01% 137

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.81T AUM 41.13% 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 $786B AUM 40.34% 1-Year Est. Return

SYM Financial Corp's XLG Position: Q2 2025 in Review

SYM Financial Corp sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 1,100 shares — an estimated $50.6K sold.

SYM Financial Corp first reported a position in XLG in Q3 2023 and held it in 7 quarters. The position peaked at $109K in Q4 2024. 551 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

  • SYM Financial Corp reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
  • SYM Financial Corp sold 1,100 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $50.6K.
  • SYM Financial Corp first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2023 and held it in 7 quarters.
  • SYM Financial Corp's Invesco S&P 500 Top 50 ETF position peaked at $109K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on SYM Financial Corp's 13F filing for Q2 2025, filed 1 Aug 2025.