Brighton Jones LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Brighton Jones LLC’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	$353K	Buy	+6,472	New	+$372K	0.01%	846
2025 Q4	–	Sell	-8,053	Closed	-$463K	–	988
2025 Q3	$463K	Buy	8,053 +816	+11%	+$44.6K	0.01%	652
2025 Q2	$377K	Buy	7,237 +51	+0.7%	+$2.43K	0.01%	633
2025 Q1	$331K	Buy	7,186 +594	+9%	+$29.3K	0.01%	502
2024 Q4	$329K	Buy	6,592 +11	+0.2%	+$542	0.01%	493
2024 Q3	$313K	Sell	6,581 -1,018	-13%	-$46.8K	0.01%	418
2024 Q2	$348K	Buy	7,599 +1,617	+27%	+$69.4K	0.01%	438
2024 Q1	$252K	Sell	5,982 -487	-8%	-$19.6K	0.01%	506
2023 Q4	$244K	Buy	6,469 +15	+0.2%	+$535	0.01%	487
2023 Q3	$219K	Buy	6,454 +14	+0.2%	+$492	0.01%	480
2023 Q2	$225K	Buy	+6,440	New	+$210K	0.01%	472

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 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

Brighton Jones LLC's XLG Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026: 6,472 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in XLG as recently as Q3 2025.

Brighton Jones LLC first reported a position in XLG in Q2 2023 and has held it in 11 quarters since. The position peaked at $463K in Q3 2025. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Brighton Jones LLC held 6,472 shares of Invesco S&P 500 Top 50 ETF worth $353K as of Q1 2026.
Invesco S&P 500 Top 50 ETF was a new Brighton Jones LLC position in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #846 holding.
Brighton Jones LLC first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and has held it in 11 quarters since.
Brighton Jones LLC's Invesco S&P 500 Top 50 ETF position peaked at $463K in Q3 2025.
562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.