Creative Financial Designs’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Creative Financial Designs’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	$405K	Sell	7,433 -16,389	-69%	-$941K	0.02%	378
2025 Q4	$1.41M	Buy	23,822 +12,520	+111%	+$736K	0.09%	189
2025 Q3	$650K	Sell	11,302 -81	-0.7%	-$4.43K	0.04%	292
2025 Q2	$593K	Buy	11,383 +4,568	+67%	+$217K	0.04%	295
2025 Q1	$314K	Buy	+6,815	New	+$336K	0.03%	355

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

Creative Financial Designs's XLG Position: Q1 2026 in Review

Creative Financial Designs reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 69% in Q1 2026, selling an estimated $941K and leaving 7,433 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #378.

Creative Financial Designs first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Creative Financial Designs held 7,433 shares of Invesco S&P 500 Top 50 ETF worth $405K as of Q1 2026.
Creative Financial Designs sold 16,389 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $941K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #378 holding.
Creative Financial Designs first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
Creative Financial Designs's Invesco S&P 500 Top 50 ETF position peaked at $1.41M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.