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

GFS 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	–	Sell	-5,100	Closed	-$302K	–	181
2025 Q4	$302K	Sell	5,100 -4,950	-49%	-$291K	0.04%	156
2025 Q3	$578K	Buy	10,050 +5,050	+101%	+$276K	0.07%	112
2025 Q2	$261K	Buy	+5,000	New	+$238K	0.04%	136
2025 Q1	–	Sell	-5,000	Closed	-$250K	–	157
2024 Q4	$250K	Buy	+5,000	New	+$246K	0.04%	137
2024 Q3	–	Sell	-14,594	Closed	-$46K	–	198
2024 Q2	$46K	Buy	+14,594	New	+$626K	0.01%	173
2023 Q1	–	Sell	-26,300	Closed	-$726K	–	148
2022 Q4	$726K	Sell	26,300 -600	-2%	-$16.9K	0.16%	86
2022 Q3	$724K	Sell	26,900 -3,300	-11%	-$99.5K	0.17%	81
2022 Q2	$865K	Sell	30,200 -500	-2%	-$15.6K	0.19%	78
2022 Q1	$1.08M	Buy	30,700 +15,050	+96%	+$518K	0.23%	75
2021 Q4	$578K	Hold	15,650	–	–	0.1%	123
2021 Q3	$516K	Buy	+15,650	New	+$530K	0.11%	120

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFS Advisors's XLG Position: Q1 2026 in Review

GFS Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 5,100 shares — an estimated $302K sold.

GFS Advisors first reported a position in XLG in Q3 2021 and held it in 11 quarters. The position peaked at $1.08M in Q1 2022. 564 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

GFS Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
GFS Advisors sold 5,100 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $302K.
GFS Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and held it in 11 quarters.
GFS Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.08M in Q1 2022.
564 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on GFS Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.