Fulcrum Equity Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Fulcrum Equity 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	–	Sell	-17,832	Closed	-$1.06M	–	154
2025 Q4	$1.06M	Buy	17,832 +3,964	+29%	+$233K	1.01%	25
2025 Q3	$798K	Buy	13,868 +7,769	+127%	+$425K	0.81%	34
2025 Q2	$318K	Buy	6,099 +1,507	+33%	+$71.7K	0.33%	68
2025 Q1	$211K	Buy	+4,592	New	+$227K	0.23%	91
2023 Q4	–	Sell	-42,047	Closed	-$1.43M	–	119
2023 Q3	$1.43M	Sell	42,047 -28,183	-40%	-$991K	1.67%	10
2023 Q2	$2.46M	Buy	70,230 +33,720	+92%	+$1.1M	2.85%	4
2023 Q1	$1.13M	Buy	+36,510	New	+$1.07M	1.06%	32

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

Fulcrum Equity Management's XLG Position: Q1 2026 in Review

Fulcrum Equity Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 17,832 shares — an estimated $1.06M sold.

Fulcrum Equity Management first reported a position in XLG in Q1 2023 and held it in 7 quarters. The position peaked at $2.46M in Q2 2023. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Fulcrum Equity Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Fulcrum Equity Management sold 17,832 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.06M.
Fulcrum Equity Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2023 and held it in 7 quarters.
Fulcrum Equity Management's Invesco S&P 500 Top 50 ETF position peaked at $2.46M in Q2 2023.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Fulcrum Equity Management's 13F filing for Q1 2026, filed 2 Apr 2026.