GFG
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Goldstone Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Goldstone Financial Group’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
-14,581
Closed -$864K – 238
2025
Q4 		$864K Buy
+14,581
New +$857K 0.1% 123
2024
Q3 		– Sell
-5,124
Closed -$234K – 203
2024
Q2 		$234K Buy
+5,124
New +$220K 0.05% 165
2023
Q3 		– Sell
-28,810
Closed -$1.01M – 170
2023
Q2 		$1.01M Sell
28,810
-460
-2% -$15K 0.3% 62
2023
Q1 		$909K Buy
+29,270
New +$858K 0.3% 59

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

Goldstone Financial Group's XLG Position: Q1 2026 in Review

Goldstone Financial Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 14,581 shares — an estimated $864K sold.

Goldstone Financial Group first reported a position in XLG in Q1 2023 and held it in 4 quarters. The position peaked at $1.01M in Q2 2023. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Goldstone Financial Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Goldstone Financial Group sold 14,581 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $864K.
  • Goldstone Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2023 and held it in 4 quarters.
  • Goldstone Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $1.01M in Q2 2023.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.