Goodwin Investment Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Goodwin Investment 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	$1.84M	Hold	33,660	–	–	2.19%	7
2025 Q4	$2M	Hold	33,660	–	–	2.19%	6
2025 Q3	$1.94M	Hold	33,660	–	–	2.08%	7
2025 Q2	$1.75M	Sell	33,660 -3,000	-8%	-$143K	2.03%	7
2025 Q1	$1.69M	Sell	36,660 -5,907	-14%	-$292K	2.62%	7
2024 Q4	$2.13M	Hold	42,567	–	–	1.11%	15
2024 Q3	$2.02M	Sell	42,567 -3,100	-7%	-$142K	0.88%	14
2024 Q2	$2.09M	Sell	45,667 -381	-0.8%	-$16.4K	0.96%	12
2024 Q1	$1.94M	Sell	46,048 -5	-0%	-$201	0.91%	13
2023 Q4	$1.74M	Sell	46,053 -664	-1%	-$23.7K	0.9%	14
2023 Q3	$1.59M	Sell	46,717 -3	-0%	-$105	0.94%	11
2023 Q2	$1.63M	Sell	46,720 -780	-2%	-$25.4K	0.95%	11
2023 Q1	$1.47M	Sell	47,500 -690	-1%	-$20.2K	0.96%	11
2022 Q4	$1.33M	Sell	48,190 -80,380	-63%	-$2.27M	0.94%	11
2022 Q3	$3.46M	Buy	128,570 +16,730	+15%	+$505K	2.62%	7
2022 Q2	$3.2M	Buy	111,840 +84,020	+302%	+$2.62M	2.47%	11
2022 Q1	$978K	Buy	+27,820	New	+$957K	0.67%	19

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

Goodwin Investment Advisory's XLG Position: Q1 2026 in Review

Goodwin Investment Advisory held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 33,660 shares worth $1.84M. The position accounts for 2.19% of the portfolio, ranked #7.

Goodwin Investment Advisory first reported a position in XLG in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.46M in Q3 2022. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Goodwin Investment Advisory held 33,660 shares of Invesco S&P 500 Top 50 ETF worth $1.84M as of Q1 2026.
Goodwin Investment Advisory left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 2.19% of Goodwin Investment Advisory's portfolio in Q1 2026, its #7 holding.
Goodwin Investment Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2022 and has held it in 17 quarters since.
Goodwin Investment Advisory's Invesco S&P 500 Top 50 ETF position peaked at $3.46M in Q3 2022.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Goodwin Investment Advisory's 13F filing for Q1 2026, filed 13 May 2026.