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

Aviso Wealth Management’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	$272K	Sell	4,990 -332	-6%	-$19.1K	0.12%	122
2025 Q4	$315K	Buy	5,322 +241	+5%	+$14.2K	0.13%	115
2025 Q3	$292K	Buy	5,081 +462	+10%	+$25.3K	0.13%	113
2025 Q2	$241K	Buy	4,619 +53	+1%	+$2.52K	0.11%	128
2025 Q1	$210K	Sell	4,566 -1,349	-23%	-$66.6K	0.11%	133
2024 Q4	$296K	Buy	+5,915	New	+$291K	0.15%	113

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

Aviso Wealth Management's XLG Position: Q1 2026 in Review

Aviso Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.2% in Q1 2026, selling an estimated $19.1K and leaving 4,990 shares worth $272K. The position accounts for 0.12% of the portfolio, ranked #122.

Aviso Wealth Management first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $315K in Q4 2025. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Aviso Wealth Management held 4,990 shares of Invesco S&P 500 Top 50 ETF worth $272K as of Q1 2026.
Aviso Wealth Management sold 332 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $19.1K.
Invesco S&P 500 Top 50 ETF made up 0.12% of Aviso Wealth Management's portfolio in Q1 2026, its #122 holding.
Aviso Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Aviso Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $315K in Q4 2025.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.