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

Waterloo Capital’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
-140,302
Closed -$6.46M – 492
2025
Q1 		$6.46M Sell
140,302
-10,151
-7% -$501K 0.6% 42
2024
Q4 		$7.52M Buy
+150,453
New +$7.41M 0.79% 37

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $666B AUM 30.12% 1-Year Est. Return

Waterloo Capital's XLG Position: Q2 2025 in Review

Waterloo Capital sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2025, closing a stake of 140,302 shares — an estimated $6.46M sold.

Waterloo Capital first reported a position in XLG in Q4 2024 and held it in 2 quarters. The position peaked at $7.52M in Q4 2024. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

  • Waterloo Capital reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2025 after selling out during the quarter.
  • Waterloo Capital sold 140,302 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $6.46M.
  • Waterloo Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 2 quarters.
  • Waterloo Capital's Invesco S&P 500 Top 50 ETF position peaked at $7.52M in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Waterloo Capital's 13F filing for Q2 2025, filed 12 Aug 2025.