Creative Planning
XLG icon

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

Creative Planning’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
2024
Q1 		– Sell
-25,000
Closed -$10.8K – 3017
2023
Q4 		$10.8K Buy
+25,000
New +$892K ﹤0.01% 2714

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

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.