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

Axxcess 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	–	Sell	-30,836	Closed	-$1.83M	–	1015
2025 Q4	$1.83M	Buy	30,836 +856	+3%	+$50.3K	0.03%	392
2025 Q3	$1.72M	Buy	29,980 +5,091	+20%	+$278K	0.04%	348
2025 Q2	$1.3M	Buy	24,889 +8,985	+56%	+$427K	0.03%	370
2025 Q1	$732K	Buy	+15,904	New	+$785K	0.02%	466
2024 Q2	–	Sell	-5,315	Closed	-$224K	–	960
2024 Q1	$224K	Buy	+5,315	New	+$214K	0.01%	776
2022 Q4	–	Sell	-55,120	Closed	-$1.48M	–	695
2022 Q3	$1.48M	Buy	+55,120	New	+$1.66M	0.14%	143
2022 Q2	–	Sell	-9,450	Closed	-$332K	–	685
2022 Q1	$332K	Sell	9,450 -1,000	-10%	-$34.4K	0.03%	451
2021 Q4	$386K	Buy	+10,450	New	+$373K	0.03%	418

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

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

Axxcess Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 30,836 shares — an estimated $1.83M sold.

Axxcess Wealth Management first reported a position in XLG in Q4 2021 and held it in 8 quarters. The position peaked at $1.83M in Q4 2025. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Axxcess Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 30,836 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.83M.
Axxcess Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and held it in 8 quarters.
Axxcess Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.83M in Q4 2025.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.