Catalyst Financial Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Catalyst Financial Partners’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	-7,614	Closed	-$451K	–	393
2025 Q4	$451K	Sell	7,614 -79	-1%	-$4.64K	0.05%	193
2025 Q3	$443K	Buy	7,693 +2,219	+41%	+$121K	0.05%	184
2025 Q2	$285K	Buy	5,474 +891	+19%	+$42.4K	0.03%	242
2025 Q1	$211K	Buy	+4,583	New	+$226K	0.04%	267

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

Catalyst Financial Partners's XLG Position: Q1 2026 in Review

Catalyst Financial Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 7,614 shares — an estimated $451K sold.

Catalyst Financial Partners first reported a position in XLG in Q1 2025 and held it in 4 quarters. The position peaked at $451K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Catalyst Financial Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Catalyst Financial Partners sold 7,614 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $451K.
Catalyst Financial Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 4 quarters.
Catalyst Financial Partners's Invesco S&P 500 Top 50 ETF position peaked at $451K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.