FWG Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

FWG Investments’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	$1.21M	Sell	22,195 -4,135	-16%	-$238K	0.77%	41
2025 Q4	$1.56M	Sell	26,330 -628	-2%	-$36.9K	0.99%	32
2025 Q3	$1.55M	Sell	26,958 -2,618	-9%	-$143K	1.06%	28
2025 Q2	$1.54M	Sell	29,576 -450	-1%	-$21.4K	1.17%	22
2025 Q1	$1.38M	Sell	30,026 -1,246	-4%	-$61.5K	1.62%	20
2024 Q4	$1.56M	Buy	31,272 +4,356	+16%	+$214K	1.21%	25
2024 Q3	$1.28M	Buy	+26,916	New	+$1.24M	1.11%	26

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

FWG Investments's XLG Position: Q1 2026 in Review

FWG Investments reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 16% in Q1 2026, selling an estimated $238K and leaving 22,195 shares worth $1.21M. The position accounts for 0.77% of the portfolio, ranked #41.

FWG Investments first reported a position in XLG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q4 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

FWG Investments held 22,195 shares of Invesco S&P 500 Top 50 ETF worth $1.21M as of Q1 2026.
FWG Investments sold 4,135 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $238K.
Invesco S&P 500 Top 50 ETF made up 0.77% of FWG Investments's portfolio in Q1 2026, its #41 holding.
FWG Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 7 quarters since.
FWG Investments's Invesco S&P 500 Top 50 ETF position peaked at $1.56M in Q4 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.