Essex Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Essex Financial Services’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	$210K	Buy	3,848 +1	+0%	+$57	0.01%	740
2025 Q4	$228K	Sell	3,847 -83	-2%	-$4.88K	0.01%	704
2025 Q3	$226K	Hold	3,930	–	–	0.01%	674
2025 Q2	$205K	Buy	+3,930	New	+$187K	0.01%	653
2022 Q4	–	Sell	-9,570	Closed	-$258K	–	498
2022 Q3	$258K	Hold	9,570	–	–	0.03%	371
2022 Q2	$274K	Hold	9,570	–	–	0.03%	379
2022 Q1	$336K	Hold	9,570	–	–	0.03%	347
2021 Q4	$353K	Hold	9,570	–	–	0.03%	337
2021 Q3	$316K	Sell	9,570 -80	-0.8%	-$2.71K	0.04%	338
2021 Q2	$286K	Hold	9,650	–	–	0.04%	338
2021 Q1	$286K	Hold	9,650	–	–	0.05%	276
2020 Q4	$275K	Buy	+9,650	New	+$263K	0.05%	255
2017 Q3	–	Sell	-28,400	Closed	-$486K	–	357
2017 Q2	$486K	Hold	28,400	–	–	0.1%	195
2017 Q1	$474K	Hold	28,400	–	–	0.11%	182
2016 Q4	$447K	Sell	28,400 -1,600	-5%	-$24.6K	0.1%	191
2016 Q3	$458K	Hold	30,000	–	–	0.11%	177
2016 Q2	$443K	Hold	30,000	–	–	0.11%	181
2016 Q1	$436K	Sell	30,000 -13,450	-31%	-$187K	0.11%	187
2015 Q4	$628K	Buy	43,450 +5,000	+13%	+$72.2K	0.15%	152
2015 Q3	$511K	Hold	38,450	–	–	0.13%	165
2015 Q2	$544K	Hold	38,450	–	–	0.14%	171
2015 Q1	$540K	Buy	38,450 +4,600	+14%	+$65.2K	0.14%	172
2014 Q4	$480K	Hold	33,850	–	–	0.12%	178
2014 Q3	$468K	Sell	33,850 -750	-2%	-$10.3K	0.14%	168
2014 Q2	$466K	Hold	34,600	–	–	0.14%	171
2014 Q1	$449K	Hold	34,600	–	–	0.15%	161
2013 Q4	$449K	Sell	34,600 -3,500	-9%	-$43.4K	0.15%	144
2013 Q3	$446	Buy	38,100 +8,900	+30%	+$105K	0.14%	146
2013 Q2	$332K	Buy	+29,200	New	+$335K	0.12%	175

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.03B AUM 27.56% 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

Essex Financial Services's XLG Position: Q1 2026 in Review

Essex Financial Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.03% in Q1 2026, buying an estimated $57 and bringing the position to 3,848 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #740.

Essex Financial Services first reported a position in XLG in Q2 2013 and has held it in 29 quarters since. The position peaked at $628K in Q4 2015. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Essex Financial Services held 3,848 shares of Invesco S&P 500 Top 50 ETF worth $210K as of Q1 2026.
Essex Financial Services bought 1 Invesco S&P 500 Top 50 ETF share in Q1 2026, an estimated $57.
Invesco S&P 500 Top 50 ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #740 holding.
Essex Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 29 quarters since.
Essex Financial Services's Invesco S&P 500 Top 50 ETF position peaked at $628K in Q4 2015.
562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.