Creative Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.73M | Buy |
31,664
+2,510
| +9% | +$144K | ﹤0.01% | 2019 |
|
|
2025
Q4 | $1.73M | Sell |
29,154
-4,321
| -13% | -$254K | ﹤0.01% | 1837 |
|
|
2025
Q3 | $1.93M | Sell |
33,475
-1,582
| -5% | -$86.5K | ﹤0.01% | 1576 |
|
|
2025
Q2 | $1.83M | Buy |
35,057
+2,095
| +6% | +$99.7K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $1.52M | Sell |
32,962
-419
| -1% | -$20.7K | ﹤0.01% | 1390 |
|
|
2024
Q4 | $1.67M | Buy |
33,381
+5,179
| +18% | +$255K | ﹤0.01% | 1256 |
|
|
2024
Q3 | $1.34M | Sell |
28,202
-805
| -3% | -$37K | ﹤0.01% | 1304 |
|
|
2024
Q2 | $1.33M | Buy |
29,007
+14,820
| +104% | +$636K | ﹤0.01% | 1221 |
|
|
2024
Q1 | $598K | Buy |
14,187
+1,254
| +10% | +$50.4K | ﹤0.01% | 1718 |
|
|
2023
Q4 | $488K | Buy |
12,933
+1,317
| +11% | +$47K | ﹤0.01% | 1729 |
|
|
2023
Q3 | $394K | Sell |
11,616
-2,294
| -16% | -$80.7K | ﹤0.01% | 1728 |
|
|
2023
Q2 | $487K | Buy |
13,910
+4,230
| +44% | +$138K | ﹤0.01% | 1566 |
|
|
2023
Q1 | $300K | Sell |
9,680
-920
| -9% | -$27K | ﹤0.01% | 1823 |
|
|
2022
Q4 | $292K | Sell |
10,600
-3,410
| -24% | -$96.2K | ﹤0.01% | 1745 |
|
|
2022
Q3 | $377K | Sell |
14,010
-280
| -2% | -$8.45K | ﹤0.01% | 1508 |
|
|
2022
Q2 | $409K | Buy |
14,290
+1,180
| +9% | +$36.8K | ﹤0.01% | 1432 |
|
|
2022
Q1 | $461K | Buy |
13,110
+1,340
| +11% | +$46.1K | ﹤0.01% | 1366 |
|
|
2021
Q4 | $434K | Buy |
11,770
+10
| +0.1% | +$356 | ﹤0.01% | 1394 |
|
|
2021
Q3 | $388K | Buy |
11,760
+800
| +7% | +$27.1K | ﹤0.01% | 1442 |
|
|
2021
Q2 | $357K | Sell |
10,960
-660
| -6% | -$20.7K | ﹤0.01% | 1465 |
|
|
2021
Q1 | $345K | Sell |
11,620
-190
| -2% | -$5.53K | ﹤0.01% | 1702 |
|
|
2020
Q4 | $337K | Buy |
11,810
+960
| +9% | +$26.1K | ﹤0.01% | 1547 |
|
|
2020
Q3 | $284K | Buy |
+10,850
| New | +$280K | ﹤0.01% | 1451 |
|
|
2019
Q4 | – | Sell |
-12,240
| Closed | -$260K | – | 2128 |
|
|
2019
Q3 | $260K | Buy |
12,240
+1,830
| +18% | +$38.8K | ﹤0.01% | 1452 |
|
|
2019
Q2 | $218K | Hold |
10,410
| – | – | ﹤0.01% | 1561 |
|
|
2019
Q1 | $211K | Buy |
+10,410
| New | +$202K | ﹤0.01% | 1553 |
|
|
2018
Q4 | – | Sell |
-11,060
| Closed | -$231K | – | 2132 |
|
|
2018
Q3 | $231K | Hold |
11,060
| – | – | ﹤0.01% | 1581 |
|
|
2018
Q2 | $213K | Hold |
11,060
| – | – | ﹤0.01% | 1607 |
|
|
2018
Q1 | $207K | Sell |
11,060
-1,980
| -15% | -$38.6K | ﹤0.01% | 1592 |
|
|
2017
Q4 | $248K | Buy |
13,040
+1,500
| +13% | +$27.7K | ﹤0.01% | 1464 |
|
|
2017
Q3 | $205K | Buy |
11,540
+500
| +5% | +$8.76K | ﹤0.01% | 1591 |
|
|
2017
Q2 | $189K | Sell |
11,040
-610
| -5% | -$10.4K | ﹤0.01% | 1549 |
|
|
2017
Q1 | $195K | Buy |
11,650
+600
| +5% | +$9.84K | ﹤0.01% | 1511 |
|
|
2016
Q4 | $174K | Sell |
11,050
-370
| -3% | -$5.69K | ﹤0.01% | 1478 |
|
|
2016
Q3 | $174K | Buy |
11,420
+280
| +3% | +$4.28K | ﹤0.01% | 1474 |
|
|
2016
Q2 | $164K | Buy |
11,140
+100
| +0.9% | +$1.47K | ﹤0.01% | 1356 |
|
|
2016
Q1 | $160K | Hold |
11,040
| – | – | ﹤0.01% | 1333 |
|
|
2015
Q4 | $160K | Hold |
11,040
| – | – | ﹤0.01% | 1345 |
|
|
2015
Q3 | $147K | Buy |
+11,040
| New | +$155K | ﹤0.01% | 1359 |
|
|
2015
Q2 | – | Sell |
-11,040
| Closed | -$155K | – | 3056 |
|
|
2015
Q1 | $155K | Sell |
11,040
-570
| -5% | -$8.08K | ﹤0.01% | 1328 |
|
|
2014
Q4 | $165K | Hold |
11,610
| – | – | ﹤0.01% | 1258 |
|
|
2014
Q3 | $160K | Hold |
11,610
| – | – | ﹤0.01% | 1187 |
|
|
2014
Q2 | $156K | Hold |
11,610
| – | – | ﹤0.01% | 1170 |
|
|
2014
Q1 | $151K | Buy |
11,610
+6,550
| +129% | +$83.6K | ﹤0.01% | 1147 |
|
|
2013
Q4 | $66K | Sell |
5,060
-500
| -9% | -$6.21K | ﹤0.01% | 1427 |
|
|
2013
Q3 | $65K | Buy |
5,560
+500
| +10% | +$5.9K | ﹤0.01% | 1369 |
|
|
2013
Q2 | $58K | Buy |
+5,060
| New | +$58.1K | ﹤0.01% | 1309 |
|
Other funds holding XLG
PWP
JFGIW
Creative Planning's XLG Position: Q1 2026 in Review
Creative Planning increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.6% in Q1 2026, buying an estimated $144K and bringing the position to 31,664 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2019.
Creative Planning first reported a position in XLG in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.93M in Q3 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.
- Creative Planning held 31,664 shares of Invesco S&P 500 Top 50 ETF worth $1.73M as of Q1 2026.
- Creative Planning bought 2,510 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $144K.
- Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2019 holding.
- Creative Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 47 quarters since.
- Creative Planning's Invesco S&P 500 Top 50 ETF position peaked at $1.93M in Q3 2025.
- 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.