Caitlin John’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Caitlin John’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	$49.9K	Sell	916 -635	-41%	-$36.5K	0.03%	310
2025 Q4	$91.9K	Sell	1,551 -78	-5%	-$4.58K	0.06%	234
2025 Q3	$93.7K	Buy	+1,629	New	+$89.1K	0.07%	191
2025 Q1	–	Sell	-451	Closed	-$22.5K	–	823
2024 Q4	$22.5K	Buy	451 +6	+1%	+$295	0.01%	360
2024 Q3	$22.1K	Buy	445 +55	+14%	+$2.53K	0.01%	371
2024 Q2	$17.8K	Sell	390 -1,277	-77%	-$54.8K	0.01%	365
2024 Q1	$70.2K	Buy	1,667 +1,277	+327%	+$51.4K	0.05%	202
2023 Q4	$14.7K	Buy	+390	New	+$13.9K	0.01%	378

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

Caitlin John's XLG Position: Q1 2026 in Review

Caitlin John reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 41% in Q1 2026, selling an estimated $36.5K and leaving 916 shares worth $49.9K. The position accounts for 0.03% of the portfolio, ranked #310.

Caitlin John first reported a position in XLG in Q4 2023 and has held it in 8 quarters since. The position peaked at $93.7K in Q3 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Caitlin John held 916 shares of Invesco S&P 500 Top 50 ETF worth $49.9K as of Q1 2026.
Caitlin John sold 635 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $36.5K.
Invesco S&P 500 Top 50 ETF made up 0.03% of Caitlin John's portfolio in Q1 2026, its #310 holding.
Caitlin John first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Invesco S&P 500 Top 50 ETF position peaked at $93.7K in Q3 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.