Corient Private Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Corient Private Wealth’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	$410K	Sell	13,410 -14,182	-51%	-$815K	﹤0.01%	2133
2025 Q4	$1.64M	Buy	27,592 +13,929	+102%	+$819K	﹤0.01%	1624
2025 Q3	$786K	Buy	+13,663	New	+$747K	﹤0.01%	1544
2025 Q1	–	Sell	-7,680	Closed	-$384K	–	2463
2024 Q4	$384K	Buy	+7,680	New	+$378K	﹤0.01%	1763
2023 Q1	–	Sell	-7,580	Closed	-$209K	–	2057
2022 Q4	$209K	Buy	+7,580	New	+$214K	﹤0.01%	1475

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

Corient Private Wealth's XLG Position: Q1 2026 in Review

Corient Private Wealth reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 51% in Q1 2026, selling an estimated $815K and leaving 13,410 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Corient Private Wealth first reported a position in XLG in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.64M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Corient Private Wealth held 13,410 shares of Invesco S&P 500 Top 50 ETF worth $410K as of Q1 2026.
Corient Private Wealth sold 14,182 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $815K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2133 holding.
Corient Private Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2022 and has held it in 5 quarters since.
Corient Private Wealth's Invesco S&P 500 Top 50 ETF position peaked at $1.64M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.