CVA Family Office’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

CVA Family Office’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	$2.46K	Hold	45	–	–	﹤0.01%	1465
2025 Q4	$2.67K	Hold	45	–	–	﹤0.01%	950
2025 Q3	$2.59K	Hold	45	–	–	﹤0.01%	967
2025 Q2	$2.35K	Hold	45	–	–	﹤0.01%	971
2025 Q1	$2.07K	Hold	45	–	–	﹤0.01%	1004
2024 Q4	$2.25K	Hold	45	–	–	﹤0.01%	973
2024 Q3	$2.14K	Sell	45 -505	-92%	-$23.2K	﹤0.01%	972
2024 Q2	$25.2K	Hold	550	–	–	﹤0.01%	609
2024 Q1	$23.2K	Hold	550	–	–	﹤0.01%	615
2023 Q4	$20.7K	Buy	+550	New	+$19.6K	﹤0.01%	616
2023 Q3	–	Sell	-550	Closed	-$19.2K	–	974
2023 Q2	$19.2K	Hold	550	–	–	﹤0.01%	624
2023 Q1	$17.1K	Hold	550	–	–	﹤0.01%	619
2022 Q4	$15.2K	Hold	550	–	–	﹤0.01%	608
2022 Q3	$15K	Hold	550	–	–	﹤0.01%	580
2022 Q2	$16K	Hold	550	–	–	﹤0.01%	582
2022 Q1	$19K	Hold	550	–	–	﹤0.01%	576
2021 Q4	$20K	Buy	+550	New	+$19.6K	0.01%	532
2021 Q3	–	Sell	-550	Closed	-$18K	–	900
2021 Q2	$18K	Buy	+550	New	+$17.2K	0.01%	557

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

CVA Family Office's XLG Position: Q1 2026 in Review

CVA Family Office held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 45 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

CVA Family Office first reported a position in XLG in Q2 2021 and has held it in 18 quarters since. The position peaked at $25.2K in Q2 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

CVA Family Office held 45 shares of Invesco S&P 500 Top 50 ETF worth $2.46K as of Q1 2026.
CVA Family Office left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1465 holding.
CVA Family Office first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2021 and has held it in 18 quarters since.
CVA Family Office's Invesco S&P 500 Top 50 ETF position peaked at $25.2K in Q2 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.