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

Cedar 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	$31.8M	Buy	582,044 +14,391	+3%	+$827K	9.24%	3
2025 Q4	$33.7M	Buy	567,653 +25,973	+5%	+$1.53M	10.06%	3
2025 Q3	$31.2M	Buy	541,680 +64,506	+14%	+$3.53M	9.55%	3
2025 Q2	$24.9M	Buy	477,174 +10,869	+2%	+$517K	8.42%	4
2025 Q1	$21.5M	Buy	466,305 +45,878	+11%	+$2.26M	7.63%	4
2024 Q4	$21M	Buy	420,427 +55,229	+15%	+$2.72M	7.59%	5
2024 Q3	$17.4M	Buy	365,198 +71,115	+24%	+$3.27M	5.39%	6
2024 Q2	$13.5M	Buy	294,083 +58,352	+25%	+$2.5M	4.37%	7
2024 Q1	$9.93M	Buy	235,731 +30,200	+15%	+$1.21M	3.27%	7
2023 Q4	$7.75M	Buy	205,531 +27,440	+15%	+$979K	2.82%	9
2023 Q3	$6.05M	Buy	178,091 +291	+0.2%	+$10.2K	2.39%	9
2023 Q2	$6.22M	Buy	177,800 +340	+0.2%	+$11.1K	2.4%	8
2023 Q1	$5.51M	Sell	177,460 -29,820	-14%	-$875K	2.26%	9
2022 Q4	$5.72M	Buy	207,280 +920	+0.4%	+$26K	2.82%	8
2022 Q3	$5.55M	Buy	206,360 +12,910	+7%	+$389K	2.76%	8
2022 Q2	$5.54M	Buy	193,450 +68,960	+55%	+$2.15M	2.54%	9
2022 Q1	$4.38M	Hold	124,490	–	–	1.77%	12
2021 Q4	$4.59M	Buy	124,490 +250	+0.2%	+$8.91K	1.86%	11
2021 Q3	$4.1M	Buy	124,240 +20	+0%	+$677	1.82%	10
2021 Q2	$4.04M	Buy	124,220 +90	+0.1%	+$2.82K	1.82%	9
2021 Q1	$3.68M	Buy	124,130 +5,130	+4%	+$149K	1.83%	8
2020 Q4	$3.4M	Buy	119,000 +77,100	+184%	+$2.1M	1.82%	8
2020 Q3	$1.1M	Buy	41,900 +90	+0.2%	+$2.33K	0.68%	24
2020 Q2	$995K	Buy	+41,810	New	+$935K	0.67%	22

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

Cedar Wealth Management's XLG Position: Q1 2026 in Review

Cedar Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.5% in Q1 2026, buying an estimated $827K and bringing the position to 582,044 shares worth $31.8M. The position accounts for 9.24% of the portfolio, ranked #3.

Cedar Wealth Management first reported a position in XLG in Q2 2020 and has held it in 24 quarters since. The position peaked at $33.7M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Cedar Wealth Management held 582,044 shares of Invesco S&P 500 Top 50 ETF worth $31.8M as of Q1 2026.
Cedar Wealth Management bought 14,391 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $827K.
Invesco S&P 500 Top 50 ETF made up 9.24% of Cedar Wealth Management's portfolio in Q1 2026, its #3 holding.
Cedar Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 24 quarters since.
Cedar Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $33.7M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.