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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
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

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

Claro Advisors's XLG Position: Q1 2026 in Review

Claro Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 15% in Q1 2026, buying an estimated $242K and bringing the position to 33,148 shares worth $1.81M. The position accounts for 0.22% of the portfolio, ranked #83.

Claro Advisors first reported a position in XLG in Q3 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Claro Advisors held 33,148 shares of Invesco S&P 500 Top 50 ETF worth $1.81M as of Q1 2026.
  • Claro Advisors bought 4,208 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $242K.
  • Invesco S&P 500 Top 50 ETF made up 0.22% of Claro Advisors's portfolio in Q1 2026, its #83 holding.
  • Claro Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 7 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.