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Chatterton & Associates’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Chatterton & Associates’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
-58,972
Closed -$3.5M – 102
2025
Q4 		$3.5M Buy
+58,972
New +$3.47M 2.99% 10

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chatterton & Associates's XLG Position: Q1 2026 in Review

Chatterton & Associates sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 58,972 shares — an estimated $3.5M sold.

Chatterton & Associates first reported a position in XLG in Q4 2025 and held it in 1 quarter. The position peaked at $3.5M in Q4 2025. 564 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Chatterton & Associates reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Chatterton & Associates sold 58,972 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $3.5M.
  • Chatterton & Associates first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and held it in 1 quarter.
  • Chatterton & Associates's Invesco S&P 500 Top 50 ETF position peaked at $3.5M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Chatterton & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.