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Gen-Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Gen-Wealth Partners’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 		$6K Sell
110
-121,584
-100% -$6.98M ﹤0.01% 578
2025
Q4 		$7.21M Buy
121,694
+11,884
+11% +$699K 2.31% 8
2025
Q3 		$6.32M Buy
109,810
+56,796
+107% +$3.11M 2.13% 9
2025
Q2 		$2.76M Buy
53,014
+25,065
+90% +$1.19M 1.07% 15
2025
Q1 		$1.29M Buy
+27,949
New +$1.38M 0.54% 49

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gen-Wealth Partners's XLG Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 100% in Q1 2026, selling an estimated $6.98M and leaving 110 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Gen-Wealth Partners first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.21M in Q4 2025. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Gen-Wealth Partners held 110 shares of Invesco S&P 500 Top 50 ETF worth $6K as of Q1 2026.
  • Gen-Wealth Partners sold 121,584 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $6.98M.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #578 holding.
  • Gen-Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
  • Gen-Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $7.21M in Q4 2025.
  • 560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.