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

Ancora 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
2026 Q1	$62.9K	Hold	1,152	–	–	﹤0.01%	1062
2025 Q4	$68.3K	Buy	1,152 +1	+0.1%	+$59	﹤0.01%	1041
2025 Q3	$66.2K	Buy	1,151 +556	+93%	+$30.4K	﹤0.01%	967
2025 Q2	$31K	Hold	595	–	–	﹤0.01%	1126
2025 Q1	$27.4K	Buy	595 +1	+0.2%	+$49	﹤0.01%	1130
2024 Q4	$29.7K	Hold	594	–	–	﹤0.01%	1134
2024 Q3	$28.2K	Sell	594 -158	-21%	-$7.26K	﹤0.01%	1130
2024 Q2	$34.4K	Buy	+752	New	+$32.3K	﹤0.01%	1042

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

Ancora Advisors's XLG Position: Q1 2026 in Review

Ancora Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 1,152 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Ancora Advisors first reported a position in XLG in Q2 2024 and has held it in 8 quarters since. The position peaked at $68.3K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Ancora Advisors held 1,152 shares of Invesco S&P 500 Top 50 ETF worth $62.9K as of Q1 2026.
Ancora Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1062 holding.
Ancora Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 8 quarters since.
Ancora Advisors's Invesco S&P 500 Top 50 ETF position peaked at $68.3K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.