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Bush Investment Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bush Investment Group’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
-64,332
Closed -$3.81M – 42
2025
Q4 		$3.81M Buy
64,332
+1,123
+2% +$66K 2.13% 15
2025
Q3 		$3.64M Buy
63,209
+32,272
+104% +$1.76M 2.15% 14
2025
Q2 		$1.61M Buy
30,937
+11,859
+62% +$564K 1.08% 20
2025
Q1 		$878K Buy
+19,078
New +$941K 0.66% 27

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bush Investment Group's XLG Position: Q1 2026 in Review

Bush Investment Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 64,332 shares — an estimated $3.81M sold.

Bush Investment Group first reported a position in XLG in Q1 2025 and held it in 4 quarters. The position peaked at $3.81M in Q4 2025. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Bush Investment Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Bush Investment Group sold 64,332 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $3.81M.
  • Bush Investment Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 4 quarters.
  • Bush Investment Group's Invesco S&P 500 Top 50 ETF position peaked at $3.81M in Q4 2025.
  • 562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.