von Borstel & Associates’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

von Borstel & Associates’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	-248	Closed	-$11K	–	144
2025 Q1	$11K	Buy	+248	New	+$12.2K	﹤0.01%	146

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

von Borstel & Associates's XLG Position: Q2 2025 in Review

von Borstel & Associates sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 248 shares — an estimated $11K sold.

von Borstel & Associates first reported a position in XLG in Q1 2025 and held it in 1 quarter. The position peaked at $11K in Q1 2025. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

von Borstel & Associates reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
von Borstel & Associates sold 248 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $11K.
von Borstel & Associates first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 1 quarter.
von Borstel & Associates's Invesco S&P 500 Top 50 ETF position peaked at $11K in Q1 2025.
550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.