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WMG Financial Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WMG Financial Advisors’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 		– Sell
-37,403
Closed -$2.15M – 214
2025
Q3 		$2.15M Sell
37,403
-1,134
-3% -$62K 0.72% 29
2025
Q2 		$2.01M Buy
38,537
+297
+0.8% +$14.1K 0.74% 25
2025
Q1 		$1.76M Sell
38,240
-480
-1% -$23.7K 0.75% 23
2024
Q4 		$1.93M Sell
38,720
-216
-0.6% -$10.6K 0.83% 23
2024
Q3 		$1.85M Buy
38,936
+944
+2% +$43.4K 0.84% 20
2024
Q2 		$1.74M Buy
37,992
+893
+2% +$38.3K 0.92% 19
2024
Q1 		$1.56M Buy
37,099
+107
+0.3% +$4.3K 0.89% 19
2023
Q4 		$1.4M Buy
36,992
+3,049
+9% +$109K 0.91% 20
2023
Q3 		$1.15M Buy
33,943
+17,753
+110% +$624K 0.98% 20
2023
Q2 		$566K Buy
+16,190
New +$528K 0.42% 54

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

WMG Financial Advisors's XLG Position: Q4 2025 in Review

WMG Financial Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2025, closing a stake of 37,403 shares — an estimated $2.15M sold.

WMG Financial Advisors first reported a position in XLG in Q2 2023 and held it in 10 quarters. The position peaked at $2.15M in Q3 2025. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

  • WMG Financial Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 37,403 Invesco S&P 500 Top 50 ETF shares in Q4 2025, an estimated $2.15M.
  • WMG Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and held it in 10 quarters.
  • WMG Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $2.15M in Q3 2025.
  • 641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.