Flagship Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Flagship Wealth Advisors’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	$2.56M	Sell	49,079 -51,116	-51%	-$2.94M	1.1%	27
2025 Q4	$5.94M	Buy	100,195 +43,257	+76%	+$2.54M	1.73%	19
2025 Q3	$3.28M	Sell	56,938 -2,591	-4%	-$142K	1.08%	26
2025 Q2	$3.1M	Buy	59,529 +28,329	+91%	+$1.35M	1.17%	26
2025 Q1	$1.44M	Buy	31,200 +22,500	+259%	+$1.11M	0.6%	34
2024 Q4	$435K	Buy	+8,700	New	+$428K	0.26%	55

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 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 $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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Flagship Wealth Advisors's XLG Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 51% in Q1 2026, selling an estimated $2.94M and leaving 49,079 shares worth $2.56M. The position accounts for 1.1% of the portfolio, ranked #27.

Flagship Wealth Advisors first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.94M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Flagship Wealth Advisors held 49,079 shares of Invesco S&P 500 Top 50 ETF worth $2.56M as of Q1 2026.
Flagship Wealth Advisors sold 51,116 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $2.94M.
Invesco S&P 500 Top 50 ETF made up 1.1% of Flagship Wealth Advisors's portfolio in Q1 2026, its #27 holding.
Flagship Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $5.94M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.