Claro Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Claro Advisors’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 Q3	$1.97M	Sell	30,948 -2,962	-9%	-$184K	0.19%	91
2026 Q2	$2.08M	Buy	33,910 +762	+2%	+$46.5K	0.22%	80
2026 Q1	$1.81M	Buy	33,148 +4,208	+15%	+$242K	0.22%	83
2025 Q4	$1.72M	Buy	28,940 +4,170	+17%	+$245K	0.23%	85
2025 Q3	$1.42M	Sell	24,770 -4,643	-16%	-$254K	0.21%	93
2025 Q2	$1.53M	Buy	29,413 +7,032	+31%	+$334K	0.25%	85
2025 Q1	$1.03M	Buy	22,381 +15,328	+217%	+$756K	0.14%	140
2024 Q4	$352K	Sell	7,053 -461	-6%	-$22.7K	0.05%	318
2024 Q3	$357K	Buy	+7,514	New	+$345K	0.05%	338

Other funds holding XLG

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.17B AUM 14.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Claro Advisors's XLG Position: Q3 2026 in Review

Claro Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.7% in Q3 2026, selling an estimated $184K and leaving 30,948 shares worth $1.97M. The position accounts for 0.19% of the portfolio, ranked #91.

Claro Advisors first reported a position in XLG in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.08M in Q2 2026. 524 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Claro Advisors held 30,948 shares of Invesco S&P 500 Top 50 ETF worth $1.97M as of Q3 2026.
Claro Advisors sold 2,962 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $184K.
Invesco S&P 500 Top 50 ETF made up 0.19% of Claro Advisors's portfolio in Q3 2026, its #91 holding.
Claro Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 9 quarters since.
Claro Advisors's Invesco S&P 500 Top 50 ETF position peaked at $2.08M in Q2 2026.
524 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.