Florida Financial Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Florida Financial 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	$742K	Sell	13,594 -8,190	-38%	-$470K	0.18%	134
2025 Q4	$1.29M	Sell	21,784 -2,020	-8%	-$119K	0.35%	77
2025 Q3	$1.37M	Buy	23,804 +2,506	+12%	+$137K	0.42%	64
2025 Q2	$1.11M	Buy	21,298 +10,662	+100%	+$507K	0.37%	59
2025 Q1	$489K	Sell	10,636 -183	-2%	-$9.03K	0.19%	113
2024 Q4	$541K	Buy	10,819 +4,558	+73%	+$224K	0.24%	84
2024 Q3	$298K	Buy	6,261 +736	+13%	+$33.8K	0.15%	131
2024 Q2	$253K	Buy	+5,525	New	+$237K	0.15%	117

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

Florida Financial Advisors's XLG Position: Q1 2026 in Review

Florida Financial Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 38% in Q1 2026, selling an estimated $470K and leaving 13,594 shares worth $742K. The position accounts for 0.18% of the portfolio, ranked #134.

Florida Financial Advisors first reported a position in XLG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q3 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Florida Financial Advisors held 13,594 shares of Invesco S&P 500 Top 50 ETF worth $742K as of Q1 2026.
Florida Financial Advisors sold 8,190 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $470K.
Invesco S&P 500 Top 50 ETF made up 0.18% of Florida Financial Advisors's portfolio in Q1 2026, its #134 holding.
Florida Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 8 quarters since.
Florida Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.37M in Q3 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.