Advisory Services Network’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Advisory Services Network’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
2026 Q1	$1.07M	Sell	19,691 -9,429	-32%	-$542K	0.01%	904
2025 Q4	$1.73M	Sell	29,120 -490	-2%	-$28.8K	0.02%	665
2025 Q3	$1.7M	Buy	29,610 +10,430	+54%	+$570K	0.03%	644
2025 Q2	$1.03M	Buy	19,180 +5,869	+44%	+$279K	0.02%	811
2025 Q1	$613K	Sell	13,311 -608	-4%	-$30K	0.01%	964
2024 Q4	$695K	Buy	13,919 +6,129	+79%	+$302K	0.01%	897
2024 Q3	$356K	Hold	7,790	–	–	0.01%	1131
2024 Q2	$356K	Buy	7,790 +613	+9%	+$26.3K	0.01%	1131
2024 Q1	$302K	Buy	7,177 +6,217	+648%	+$250K	0.01%	1150
2023 Q4	$36.2K	Buy	+960	New	+$34.3K	﹤0.01%	2184
2023 Q2	–	Sell	-1,200	Closed	-$37.3K	–	3681
2023 Q1	$37.3K	Buy	1,200 +240	+25%	+$7.04K	﹤0.01%	2183
2022 Q4	$26.5K	Buy	+960	New	+$27.1K	﹤0.01%	2313

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Services Network's XLG Position: Q1 2026 in Review

Advisory Services Network reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 32% in Q1 2026, selling an estimated $542K and leaving 19,691 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #904.

Advisory Services Network first reported a position in XLG in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Advisory Services Network held 19,691 shares of Invesco S&P 500 Top 50 ETF worth $1.07M as of Q1 2026.
Advisory Services Network sold 9,429 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $542K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #904 holding.
Advisory Services Network first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2022 and has held it in 12 quarters since.
Advisory Services Network's Invesco S&P 500 Top 50 ETF position peaked at $1.73M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.