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

Synergy 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
Q1 		– Sell
-100
Closed -$5K – 672
2024
Q4 		$5K Buy
+100
New +$4.92K ﹤0.01% 466

Other funds holding XLG

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

Synergy Investment Management's XLG Position: Q1 2025 in Review

Synergy Investment Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2025, closing a stake of 100 shares — an estimated $5K sold.

Synergy Investment Management first reported a position in XLG in Q4 2024 and held it in 1 quarter. The position peaked at $5K in Q4 2024. 522 funds tracked by Wall St. Rank hold XLG as of Q1 2025.

  • Synergy Investment Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 100 Invesco S&P 500 Top 50 ETF shares in Q1 2025, an estimated $5K.
  • Synergy Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $5K in Q4 2024.
  • 522 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.