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

Game Plan 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	$233K	Sell	4,265 -600	-12%	-$34.5K	0.1%	76
2025 Q4	$288K	Hold	4,865	–	–	0.12%	77
2025 Q3	$280K	Sell	4,865 -2,100	-30%	-$115K	0.12%	72
2025 Q2	$363K	Sell	6,965 -1,625	-19%	-$77.3K	0.16%	69
2025 Q1	$395K	Buy	8,590 +300	+4%	+$14.8K	0.19%	70
2024 Q4	$415K	Buy	8,290 +100	+1%	+$4.92K	0.2%	65
2024 Q3	$389K	Buy	8,190 +4,050	+98%	+$186K	0.19%	68
2024 Q2	$189K	Buy	4,140 +275	+7%	+$11.8K	0.09%	99
2024 Q1	$163K	Buy	+3,865	New	+$155K	0.08%	100

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

Game Plan Financial Advisors's XLG Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 12% in Q1 2026, selling an estimated $34.5K and leaving 4,265 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #76.

Game Plan Financial Advisors first reported a position in XLG in Q1 2024 and has held it in 9 quarters since. The position peaked at $415K in Q4 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Game Plan Financial Advisors held 4,265 shares of Invesco S&P 500 Top 50 ETF worth $233K as of Q1 2026.
Game Plan Financial Advisors sold 600 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $34.5K.
Invesco S&P 500 Top 50 ETF made up 0.1% of Game Plan Financial Advisors's portfolio in Q1 2026, its #76 holding.
Game Plan Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 9 quarters since.
Game Plan Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $415K in Q4 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.