Transce3nd’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Transce3nd’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	–	Sell	-1,127	Closed	-$58.7K	–	1167
2025 Q2	$58.7K	Buy	1,127 +303	+37%	+$14.4K	0.02%	261
2025 Q1	$37.9K	Sell	824 -115	-12%	-$5.67K	0.02%	322
2024 Q4	$46.9K	Buy	+939	New	+$46.2K	0.02%	386

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Transce3nd's XLG Position: Q3 2025 in Review

Transce3nd sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2025, closing a stake of 1,127 shares — an estimated $58.7K sold.

Transce3nd first reported a position in XLG in Q4 2024 and held it in 3 quarters. The position peaked at $58.7K in Q2 2025. 565 funds tracked by Wall St. Rank hold XLG as of Q3 2025.

Transce3nd reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 1,127 Invesco S&P 500 Top 50 ETF shares in Q3 2025, an estimated $58.7K.
Transce3nd first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 3 quarters.
Transce3nd's Invesco S&P 500 Top 50 ETF position peaked at $58.7K in Q2 2025.
565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.