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Cassaday & Co Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cassaday & Co Wealth Management’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 		$358K Hold
6,557
– – 0.01% 269
2025
Q4 		$389K Buy
6,557
+535
+9% +$31.4K 0.01% 248
2025
Q3 		$346K Buy
6,022
+1,000
+20% +$54.7K 0.01% 255
2025
Q2 		$262K Buy
+5,022
New +$239K 0.01% 293

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

Cassaday & Co Wealth Management's XLG Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 6,557 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #269.

Cassaday & Co Wealth Management first reported a position in XLG in Q2 2025 and has held it in 4 quarters since. The position peaked at $389K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Cassaday & Co Wealth Management held 6,557 shares of Invesco S&P 500 Top 50 ETF worth $358K as of Q1 2026.
  • Cassaday & Co Wealth Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #269 holding.
  • Cassaday & Co Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $389K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.