Alteri Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Alteri Wealth’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	-12,741	Closed	-$755K	–	312
2025 Q4	$755K	Buy	12,741 +682	+6%	+$40.1K	0.24%	97
2025 Q3	$694K	Buy	12,059 +1,625	+16%	+$88.9K	0.24%	103
2025 Q2	$544K	Buy	10,434 +1,740	+20%	+$82.8K	0.21%	122
2025 Q1	$400K	Buy	8,694 +4,486	+107%	+$221K	0.18%	155
2024 Q4	$210K	Buy	+4,208	New	+$207K	0.06%	233

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

Alteri Wealth's XLG Position: Q1 2026 in Review

Alteri Wealth sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 12,741 shares — an estimated $755K sold.

Alteri Wealth first reported a position in XLG in Q4 2024 and held it in 5 quarters. The position peaked at $755K in Q4 2025. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Alteri Wealth reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Alteri Wealth sold 12,741 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $755K.
Alteri Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 5 quarters.
Alteri Wealth's Invesco S&P 500 Top 50 ETF position peaked at $755K in Q4 2025.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.