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Tucker Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Tucker Asset 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
Q4 		$19.1K Buy
+322
New +$18.9K 0.01% 461
2025
Q3 		– Sell
-120
Closed -$6.25K – 346
2025
Q2 		$6.25K Hold
120
– – ﹤0.01% 236
2025
Q1 		$5.52K Buy
+120
New +$5.92K ﹤0.01% 255

Other funds holding XLG

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tucker Asset Management's XLG Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025: 322 shares worth $19.1K. The stake represents 0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in XLG as recently as Q2 2025.

Tucker Asset Management first reported a position in XLG in Q1 2025 and has held it in 3 quarters since. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • Tucker Asset Management held 322 shares of Invesco S&P 500 Top 50 ETF worth $19.1K as of Q4 2025.
  • Invesco S&P 500 Top 50 ETF was a new Tucker Asset Management position in Q4 2025.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #461 holding.
  • Tucker Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 3 quarters since.
  • 641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.