Ausdal Financial Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ausdal Financial 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	$477K	Sell	8,740 -6,396	-42%	-$367K	0.02%	601
2025 Q4	$897K	Sell	15,136 -4,845	-24%	-$285K	0.04%	392
2025 Q3	$1.15M	Buy	19,981 +7,548	+61%	+$413K	0.06%	328
2025 Q2	$648K	Buy	12,433 +238	+2%	+$11.3K	0.04%	358
2025 Q1	$561K	Buy	12,195 +2,968	+32%	+$146K	0.04%	369
2024 Q4	$461K	Buy	9,227 +1,340	+17%	+$66K	0.04%	380
2024 Q3	$375K	Buy	7,887 +335	+4%	+$15.4K	0.04%	364
2024 Q2	$346K	Buy	7,552 +1,349	+22%	+$57.9K	0.04%	358
2024 Q1	$261K	Buy	6,203 +831	+15%	+$33.4K	0.03%	397
2023 Q4	$203K	Buy	+5,372	New	+$192K	0.03%	421
2016 Q1	–	Sell	-500	Closed	-$7K	–	1038
2015 Q4	$7K	Buy	+500	New	+$7.22K	﹤0.01%	1014

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

Ausdal Financial Partners's XLG Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 42% in Q1 2026, selling an estimated $367K and leaving 8,740 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #601.

Ausdal Financial Partners first reported a position in XLG in Q4 2015 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Ausdal Financial Partners held 8,740 shares of Invesco S&P 500 Top 50 ETF worth $477K as of Q1 2026.
Ausdal Financial Partners sold 6,396 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $367K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #601 holding.
Ausdal Financial Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2015 and has held it in 11 quarters since.
Ausdal Financial Partners's Invesco S&P 500 Top 50 ETF position peaked at $1.15M in Q3 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.