Financial Gravity Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Financial Gravity Asset 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	$44.5K	Buy	816 +21	+3%	+$1.21K	0.01%	318
2025 Q4	$47.1K	Sell	795 -94	-11%	-$5.53K	0.01%	259
2025 Q3	$51.1K	Buy	+889	New	+$48.6K	0.01%	296
2025 Q1	$42.8K	Buy	+930	New	+$45.9K	0.01%	338
2024 Q2	$36.4K	Sell	795 -1,200	-60%	-$51.5K	0.01%	307
2024 Q1	$75.3K	Sell	1,995 -100	-5%	-$4.02K	0.02%	221
2023 Q4	$79K	Buy	+2,095	New	+$74.8K	0.02%	216
2021 Q3	$330K	Hold	110	–	–	0.16%	113
2021 Q2	$325K	Buy	+110	New	+$3.45K	0.12%	118
2019 Q4	$0	Sell	20 -38,430	-100%	-$854K	﹤0.01%	1721
2019 Q3	$817K	Sell	38,450 -12,640	-25%	-$268K	0.7%	29
2019 Q2	$1.07M	Sell	51,090 -14,510	-22%	-$301K	0.88%	26
2019 Q1	$1.35M	Buy	+65,600	New	+$1.27M	1.09%	24
2018 Q3	$82K	Sell	4,310 -140	-3%	-$2.86K	0.09%	237
2018 Q2	$90K	Sell	4,450 -380	-8%	-$7.29K	0.08%	229
2018 Q1	$91K	Buy	+4,830	New	+$94.1K	0.09%	205

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

Financial Gravity Asset Management's XLG Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.6% in Q1 2026, buying an estimated $1.21K and bringing the position to 816 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #318.

Financial Gravity Asset Management first reported a position in XLG in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.35M in Q1 2019. 565 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Financial Gravity Asset Management held 816 shares of Invesco S&P 500 Top 50 ETF worth $44.5K as of Q1 2026.
Financial Gravity Asset Management bought 21 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.21K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #318 holding.
Financial Gravity Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Invesco S&P 500 Top 50 ETF position peaked at $1.35M in Q1 2019.
565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.