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Caliber Wealth Management (Kansas)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Caliber Wealth Management (Kansas)’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
-11,536
Closed -$684K – 281
2025
Q4 		$684K Sell
11,536
-49
-0.4% -$2.88K 0.07% 153
2025
Q3 		$666K Buy
11,585
+6,399
+123% +$350K 0.07% 156
2025
Q2 		$270K Buy
+5,186
New +$247K 0.03% 239

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

Caliber Wealth Management (Kansas)'s XLG Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 11,536 shares — an estimated $684K sold.

Caliber Wealth Management (Kansas) first reported a position in XLG in Q2 2025 and held it in 3 quarters. The position peaked at $684K in Q4 2025. 561 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Caliber Wealth Management (Kansas) reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 11,536 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $684K.
  • Caliber Wealth Management (Kansas) first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and held it in 3 quarters.
  • Caliber Wealth Management (Kansas)'s Invesco S&P 500 Top 50 ETF position peaked at $684K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.