Fairview Capital Investment Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Fairview Capital Investment Management’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	-5,000	Closed	-$296K	–	198
2025 Q4	$296K	Hold	5,000	–	–	0.02%	148
2025 Q3	$288K	Hold	5,000	–	–	0.01%	145
2025 Q2	$261K	Hold	5,000	–	–	0.01%	143
2025 Q1	$230K	Hold	5,000	–	–	0.01%	153
2024 Q4	$250K	Hold	5,000	–	–	0.01%	151
2024 Q3	$238K	Buy	+5,000	New	+$230K	0.01%	145

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

Fairview Capital Investment Management's XLG Position: Q1 2026 in Review

Fairview Capital Investment Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 5,000 shares — an estimated $296K sold.

Fairview Capital Investment Management first reported a position in XLG in Q3 2024 and held it in 6 quarters. The position peaked at $296K in Q4 2025. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Fairview Capital Investment Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Fairview Capital Investment Management sold 5,000 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $296K.
Fairview Capital Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 6 quarters.
Fairview Capital Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $296K in Q4 2025.
562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.