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Dynamic Advisor Solutions’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-4,568
Closed -$271K – 997
2025
Q4 		$271K Buy
4,568
+1
+0% +$59 0.01% 809
2025
Q3 		$263K Sell
4,567
-218
-5% -$11.9K 0.01% 818
2025
Q2 		$249K Sell
4,785
-22,963
-83% -$1.09M 0.01% 796
2025
Q1 		$1.28M Buy
27,748
+22,251
+405% +$1.1M 0.04% 368
2024
Q4 		$275K Sell
5,497
-60
-1% -$2.95K 0.01% 556
2024
Q3 		$264K Sell
5,557
-46,582
-89% -$2.14M 0.01% 797
2024
Q2 		$2.39M Buy
52,139
+47,102
+935% +$2.02M 0.08% 273
2024
Q1 		$212K Sell
5,037
-393
-7% -$15.8K 0.01% 847
2023
Q4 		$201K Buy
+5,430
New +$194K 0.01% 838
2023
Q3 		– Sell
-96,210
Closed -$3.36M – 889
2023
Q2 		$3.36M Sell
96,210
-3,290
-3% -$107K 0.17% 158
2023
Q1 		$3.09M Buy
+99,500
New +$2.92M 0.18% 153
2022
Q2 		– Sell
-7,410
Closed -$260K – 788
2022
Q1 		$260K Sell
7,410
-299,200
-98% -$10.3M 0.02% 606
2021
Q4 		$11.3M Buy
+306,610
New +$10.9M 0.81% 23
2021
Q3 		– Sell
-11,570
Closed -$377K – 818
2021
Q2 		$377K Buy
+11,570
New +$363K 0.03% 486
2020
Q4 		– Sell
-15,240
Closed -$399K – 727
2020
Q3 		$399K Buy
15,240
+5,730
+60% +$148K 0.05% 356
2020
Q2 		$226K Buy
+9,510
New +$213K 0.03% 447

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dynamic Advisor Solutions's XLG Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 4,568 shares — an estimated $271K sold.

Dynamic Advisor Solutions first reported a position in XLG in Q2 2020 and held it in 16 quarters. The position peaked at $11.3M in Q4 2021. 565 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,568 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $271K.
  • Dynamic Advisor Solutions first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and held it in 16 quarters.
  • Dynamic Advisor Solutions's Invesco S&P 500 Top 50 ETF position peaked at $11.3M in Q4 2021.
  • 565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.