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

Clearstead 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	$47.7M	Sell	874,839 -12,040	-1%	-$692K	0.44%	51
2025 Q4	$52.6M	Sell	886,879 -9,746	-1%	-$573K	0.66%	34
2025 Q3	$51.6M	Sell	896,625 -20,332	-2%	-$1.11M	0.68%	32
2025 Q2	$47.8M	Sell	916,957 -19,524	-2%	-$929K	0.67%	33
2025 Q1	$43.1M	Sell	936,481 -43,427	-4%	-$2.14M	0.67%	33
2024 Q4	$49M	Sell	979,908 -16,201	-2%	-$798K	0.74%	32
2024 Q3	$47.3M	Sell	996,109 -478,519	-32%	-$22M	0.73%	30
2024 Q2	$67.5M	Buy	+1,474,628	New	+$63.3M	1.15%	13

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

Clearstead Advisors's XLG Position: Q1 2026 in Review

Clearstead Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.4% in Q1 2026, selling an estimated $692K and leaving 874,839 shares worth $47.7M. The position accounts for 0.44% of the portfolio, ranked #51.

Clearstead Advisors first reported a position in XLG in Q2 2024 and has held it in 8 quarters since. The position peaked at $67.5M in Q2 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Clearstead Advisors held 874,839 shares of Invesco S&P 500 Top 50 ETF worth $47.7M as of Q1 2026.
Clearstead Advisors sold 12,040 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $692K.
Invesco S&P 500 Top 50 ETF made up 0.44% of Clearstead Advisors's portfolio in Q1 2026, its #51 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's Invesco S&P 500 Top 50 ETF position peaked at $67.5M in Q2 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.