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

CreativeOne 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	$358K	Sell	6,567 -10,858	-62%	-$624K	0.01%	916
2025 Q4	$1.03M	Buy	17,425 +4,062	+30%	+$239K	0.03%	544
2025 Q3	$769K	Sell	13,363 -31,531	-70%	-$1.72M	0.02%	637
2025 Q2	$2.34M	Buy	44,894 +40,487	+919%	+$1.93M	0.06%	302
2025 Q1	$203K	Sell	4,407 -11,361	-72%	-$561K	0.01%	1001
2024 Q4	$788K	Buy	15,768 +1,416	+10%	+$69.7K	0.02%	548
2024 Q3	$682K	Buy	14,352 +9,492	+195%	+$436K	0.02%	532
2024 Q2	$222K	Sell	4,860 -8,456	-64%	-$363K	0.01%	697
2024 Q1	$561K	Buy	+13,316	New	+$536K	0.02%	537

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

CreativeOne Wealth's XLG Position: Q1 2026 in Review

CreativeOne Wealth reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 62% in Q1 2026, selling an estimated $624K and leaving 6,567 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #916.

CreativeOne Wealth first reported a position in XLG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q2 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

CreativeOne Wealth held 6,567 shares of Invesco S&P 500 Top 50 ETF worth $358K as of Q1 2026.
CreativeOne Wealth sold 10,858 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $624K.
Invesco S&P 500 Top 50 ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #916 holding.
CreativeOne Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 9 quarters since.
CreativeOne Wealth's Invesco S&P 500 Top 50 ETF position peaked at $2.34M in Q2 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

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