Envestnet Portfolio Solutions’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Envestnet Portfolio 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	-10,644	Closed	-$631K	–	1531
2025 Q4	$631K	Sell	10,644 -126	-1%	-$7.41K	﹤0.01%	950
2025 Q3	$619K	Sell	10,770 -7,076	-40%	-$387K	﹤0.01%	943
2025 Q2	$930K	Sell	17,846 -22,902	-56%	-$1.09M	﹤0.01%	819
2025 Q1	$1.88M	Buy	40,748 +16,398	+67%	+$809K	0.01%	606
2024 Q4	$1.22M	Sell	24,350 -696	-3%	-$34.3K	﹤0.01%	839
2024 Q3	$1.19M	Buy	25,046 +4,765	+23%	+$219K	﹤0.01%	834
2024 Q2	$928K	Buy	20,281 +14,940	+280%	+$641K	﹤0.01%	886
2024 Q1	$225K	Buy	+5,341	New	+$215K	﹤0.01%	1503

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions's XLG Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 10,644 shares — an estimated $631K sold.

Envestnet Portfolio Solutions first reported a position in XLG in Q1 2024 and held it in 8 quarters. The position peaked at $1.88M in Q1 2025. 565 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 10,644 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $631K.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 8 quarters.
Envestnet Portfolio Solutions's Invesco S&P 500 Top 50 ETF position peaked at $1.88M in Q1 2025.
565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.