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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-362
Closed -$21.5K – 572
2025
Q4 		$21.5K Sell
362
-242
-40% -$14.2K 0.01% 369
2025
Q3 		$34.8K Buy
604
+243
+67% +$13.3K 0.01% 317
2025
Q2 		$18.8K Buy
+361
New +$17.2K 0.01% 332

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XLG Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 362 shares — an estimated $21.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XLG in Q2 2025 and held it in 3 quarters. The position peaked at $34.8K in Q3 2025. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 362 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $21.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Invesco S&P 500 Top 50 ETF position peaked at $34.8K in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.