Cresta Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cresta Advisors’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	$2.71M	Sell	49,592 -114	-0.2%	-$6.55K	1.11%	24
2025 Q4	$2.95M	Buy	49,706 +1,161	+2%	+$68.2K	1.24%	21
2025 Q3	$2.79M	Buy	48,545 +980	+2%	+$53.6K	1.25%	20
2025 Q2	$2.48M	Sell	47,565 -6,252	-12%	-$297K	1.21%	20
2025 Q1	$2.48M	Sell	53,817 -8,742	-14%	-$431K	1.28%	19
2024 Q4	$2.97M	Hold	62,559	–	–	1.55%	17
2024 Q3	$2.97M	Buy	62,559 +3,033	+5%	+$139K	1.55%	17
2024 Q2	$2.72M	Buy	59,526 +2,130	+4%	+$91.4K	1.61%	17
2024 Q1	$2.42M	Buy	57,396 +4,370	+8%	+$176K	1.53%	16
2023 Q4	$2M	Buy	53,026 +3,387	+7%	+$121K	1.33%	18
2023 Q3	$1.69M	Buy	49,639 +2,129	+4%	+$74.9K	1.31%	20
2023 Q2	$1.66M	Buy	+47,510	New	+$1.55M	1.29%	22

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

Cresta Advisors's XLG Position: Q1 2026 in Review

Cresta Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.23% in Q1 2026, selling an estimated $6.55K and leaving 49,592 shares worth $2.71M. The position accounts for 1.11% of the portfolio, ranked #24.

Cresta Advisors first reported a position in XLG in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.97M in Q4 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Cresta Advisors held 49,592 shares of Invesco S&P 500 Top 50 ETF worth $2.71M as of Q1 2026.
Cresta Advisors sold 114 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $6.55K.
Invesco S&P 500 Top 50 ETF made up 1.11% of Cresta Advisors's portfolio in Q1 2026, its #24 holding.
Cresta Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and has held it in 12 quarters since.
Cresta Advisors's Invesco S&P 500 Top 50 ETF position peaked at $2.97M in Q4 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.