Gladstone Institutional Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Gladstone Institutional Advisory’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	$15.7M	Sell	288,519 -233,255	-45%	-$13.4M	0.58%	44
2025 Q4	$30.9M	Buy	521,774 +24,649	+5%	+$1.45M	1.17%	15
2025 Q3	$28.6M	Sell	497,125 -7,705	-2%	-$421K	1.1%	17
2025 Q2	$26.3M	Buy	504,830 +371,247	+278%	+$17.7M	1.09%	16
2025 Q1	$6.15M	Buy	133,583 +126,911	+1,902%	+$6.26M	0.29%	86
2024 Q4	$333K	Buy	6,672 +1,638	+33%	+$80.6K	0.02%	559
2024 Q3	$239K	Sell	5,034 -135,909	-96%	-$6.25M	0.01%	616
2024 Q2	$6.45M	Buy	+140,943	New	+$6.05M	0.34%	73

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

Gladstone Institutional Advisory's XLG Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 45% in Q1 2026, selling an estimated $13.4M and leaving 288,519 shares worth $15.7M. The position accounts for 0.58% of the portfolio, ranked #44.

Gladstone Institutional Advisory first reported a position in XLG in Q2 2024 and has held it in 8 quarters since. The position peaked at $30.9M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Gladstone Institutional Advisory held 288,519 shares of Invesco S&P 500 Top 50 ETF worth $15.7M as of Q1 2026.
Gladstone Institutional Advisory sold 233,255 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $13.4M.
Invesco S&P 500 Top 50 ETF made up 0.58% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #44 holding.
Gladstone Institutional Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's Invesco S&P 500 Top 50 ETF position peaked at $30.9M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.