Almanack Investment Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Almanack Investment Partners’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	–	Sell	-103,851	Closed	-$6.16M	–	184
2025 Q4	$6.16M	Buy	+103,851	New	+$6.1M	1.05%	17
2024 Q2	–	Sell	-11,236	Closed	-$473K	–	188
2024 Q1	$473K	Buy	11,236 +334	+3%	+$13.4K	0.08%	107
2023 Q4	$411K	Buy	+10,902	New	+$389K	0.08%	103
2022 Q1	–	Sell	-7,950	Closed	-$293K	–	536
2021 Q4	$293K	Buy	+7,950	New	+$283K	0.02%	379
2021 Q2	–	Sell	-340,060	Closed	-$10.1M	–	486
2021 Q1	$10.1M	Buy	+340,060	New	+$9.91M	1.03%	22
2019 Q4	–	Sell	-31,930	Closed	-$678K	–	232
2019 Q3	$678K	Sell	31,930 -14,480	-31%	-$307K	0.13%	94
2019 Q2	$974K	Sell	46,410 -286,420	-86%	-$5.93M	0.23%	58
2019 Q1	$6.75M	Buy	+332,830	New	+$6.46M	1.91%	16
2018 Q1	–	Sell	-32,810	Closed	-$623K	–	216
2017 Q4	$623K	Sell	32,810 -1,770	-5%	-$32.7K	0.25%	44
2017 Q3	$615K	Buy	+34,580	New	+$606K	0.3%	38

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

Almanack Investment Partners's XLG Position: Q1 2026 in Review

Almanack Investment Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 103,851 shares — an estimated $6.16M sold.

Almanack Investment Partners first reported a position in XLG in Q3 2017 and held it in 10 quarters. The position peaked at $10.1M in Q1 2021. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Almanack Investment Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Almanack Investment Partners sold 103,851 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $6.16M.
Almanack Investment Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2017 and held it in 10 quarters.
Almanack Investment Partners's Invesco S&P 500 Top 50 ETF position peaked at $10.1M in Q1 2021.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.