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

Beacon Pointe 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	$1.24M	Buy	22,817 +862	+4%	+$49.5K	0.01%	914
2025 Q4	$1.3M	Sell	21,955 -392	-2%	-$23K	0.01%	745
2025 Q3	$1.29M	Buy	22,347 +3,885	+21%	+$212K	0.01%	674
2025 Q2	$962K	Sell	18,462 -2,066	-10%	-$98.3K	0.01%	685
2025 Q1	$945K	Buy	20,528 +3,718	+22%	+$183K	0.01%	656
2024 Q4	$840K	Buy	16,810 +2,377	+16%	+$117K	0.01%	689
2024 Q3	$686K	Buy	14,433 +500	+4%	+$23K	0.01%	742
2024 Q2	$637K	Buy	13,933 +7,621	+121%	+$327K	0.01%	797
2024 Q1	$266K	Buy	+6,312	New	+$254K	﹤0.01%	1149

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

Beacon Pointe Advisors's XLG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.9% in Q1 2026, buying an estimated $49.5K and bringing the position to 22,817 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #914.

Beacon Pointe Advisors first reported a position in XLG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Beacon Pointe Advisors held 22,817 shares of Invesco S&P 500 Top 50 ETF worth $1.24M as of Q1 2026.
Beacon Pointe Advisors bought 862 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $49.5K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #914 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 9 quarters since.
Beacon Pointe Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.3M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

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