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

Arete Wealth 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	–	Sell	-59,945	Closed	-$3.55M	–	758
2025 Q4	$3.55M	Buy	59,945 +5,757	+11%	+$338K	0.22%	98
2025 Q3	$3.12M	Sell	54,188 -2,540	-4%	-$139K	0.2%	106
2025 Q2	$2.96M	Sell	56,728 -1,247	-2%	-$59.3K	0.21%	100
2025 Q1	$2.67M	Sell	57,975 -19,388	-25%	-$957K	0.2%	106
2024 Q4	$3.88M	Buy	77,363 +38,315	+98%	+$1.89M	0.28%	74
2024 Q3	$1.84M	Buy	39,048 +22,182	+132%	+$1.02M	0.16%	132
2024 Q2	$774K	Buy	16,866 +3,151	+23%	+$135K	0.06%	293
2024 Q1	$578K	Buy	13,715 +423	+3%	+$17K	0.05%	281
2023 Q4	$501K	Buy	+13,292	New	+$474K	0.04%	401
2023 Q3	–	Sell	-7,590	Closed	-$265K	–	742
2023 Q2	$265K	Buy	+7,590	New	+$247K	0.02%	523
2023 Q1	–	Sell	-7,600	Closed	-$210M	–	723
2022 Q4	$210M	Buy	+7,600	New	+$214K	0.02%	546

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

Arete Wealth Advisors's XLG Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 59,945 shares — an estimated $3.55M sold.

Arete Wealth Advisors first reported a position in XLG in Q4 2022 and held it in 11 quarters. The position peaked at $210M in Q4 2022. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Arete Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 59,945 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $3.55M.
Arete Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2022 and held it in 11 quarters.
Arete Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $210M in Q4 2022.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.