Foundations Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Foundations Investment 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	$1.24M	Sell	22,717 -2,640	-10%	-$152K	0.02%	471
2025 Q4	$1.5M	Sell	25,357 -6,531	-20%	-$384K	0.02%	408
2025 Q3	$1.83M	Buy	31,888 +13,801	+76%	+$755K	0.03%	327
2025 Q2	$942K	Sell	18,087 -62,941	-78%	-$2.99M	0.01%	446
2025 Q1	$3.73M	Buy	81,028 +49,896	+160%	+$2.46M	0.07%	226
2024 Q4	$1.56M	Buy	31,132 +8,374	+37%	+$412K	0.03%	330
2024 Q3	$1.08M	Buy	22,758 +12,758	+128%	+$586K	0.02%	352
2024 Q2	$457K	Buy	+10,000	New	+$429K	0.01%	516

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

Foundations Investment Advisors's XLG Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 10% in Q1 2026, selling an estimated $152K and leaving 22,717 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #471.

Foundations Investment Advisors first reported a position in XLG in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.73M in Q1 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Foundations Investment Advisors held 22,717 shares of Invesco S&P 500 Top 50 ETF worth $1.24M as of Q1 2026.
Foundations Investment Advisors sold 2,640 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $152K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #471 holding.
Foundations Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3.73M in Q1 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.