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Fiduciary Alliance’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Fiduciary Alliance’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 		$273K Sell
4,606
-2,089
-31% -$120K 0.02% 465
2025
Q4 		$397K Buy
6,695
+917
+16% +$53.9K 0.03% 371
2025
Q3 		$332K Sell
5,778
-422
-7% -$23.1K 0.02% 399
2025
Q2 		$323K Buy
6,200
+1,443
+30% +$68.6K 0.02% 380
2025
Q1 		$219K Buy
+4,757
New +$235K 0.02% 359

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiduciary Alliance's XLG Position: Q1 2026 in Review

Fiduciary Alliance reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 31% in Q1 2026, selling an estimated $120K and leaving 4,606 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #465.

Fiduciary Alliance first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. The position peaked at $397K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Fiduciary Alliance held 4,606 shares of Invesco S&P 500 Top 50 ETF worth $273K as of Q1 2026.
  • Fiduciary Alliance sold 2,089 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $120K.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #465 holding.
  • Fiduciary Alliance first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Alliance's Invesco S&P 500 Top 50 ETF position peaked at $397K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.