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XLG icon

Harbour Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Harbour Investments’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 		$926K Sell
16,984
-19,362
-53% -$1.11M 0.01% 797
2025
Q4 		$2.15M Buy
36,346
+2,035
+6% +$120K 0.04% 374
2025
Q3 		$1.97M Buy
34,311
+14,757
+75% +$807K 0.04% 355
2025
Q2 		$1.02M Buy
19,554
+6,354
+48% +$302K 0.03% 525
2025
Q1 		$607K Buy
13,200
+10,139
+331% +$500K 0.02% 645
2024
Q4 		$153K Sell
3,061
-95
-3% -$4.68K ﹤0.01% 1161
2024
Q3 		$150K Buy
3,156
+1,104
+54% +$50.7K ﹤0.01% 1141
2024
Q2 		$93.9K Hold
2,052
– – ﹤0.01% 1274
2024
Q1 		$86.4K Hold
2,052
– – ﹤0.01% 1279
2023
Q4 		$77.4K Buy
2,052
+1,201
+141% +$42.9K ﹤0.01% 1246
2023
Q3 		$28.9K Buy
851
+1
+0.1% +$35 ﹤0.01% 1589
2023
Q2 		$29.8K Hold
850
– – ﹤0.01% 1596
2023
Q1 		$26.4K Sell
850
-1,680
-66% -$49.3K ﹤0.01% 1622
2022
Q4 		$69.8K Sell
2,530
-760
-23% -$21.4K ﹤0.01% 1167
2022
Q3 		$94K Hold
3,290
– – 0.01% 993
2022
Q2 		$94K Buy
+3,290
New +$103K 0.01% 993
2021
Q4 		$2.28M Sell
61,850
-7,800
-11% -$278K 0.14% 161
2021
Q3 		$2.3M Sell
69,650
-1,370
-2% -$46.4K 0.07% 245
2021
Q2 		$2.31M Buy
71,020
+350
+0.5% +$11K 0.07% 250
2021
Q1 		$2.1M Buy
+70,670
New +$2.06M 0.08% 242

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

Harbour Investments's XLG Position: Q1 2026 in Review

Harbour Investments reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 53% in Q1 2026, selling an estimated $1.11M and leaving 16,984 shares worth $926K. The position accounts for 0.01% of the portfolio, ranked #797.

Harbour Investments first reported a position in XLG in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.31M in Q2 2021. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Harbour Investments held 16,984 shares of Invesco S&P 500 Top 50 ETF worth $926K as of Q1 2026.
  • Harbour Investments sold 19,362 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.11M.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #797 holding.
  • Harbour Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Invesco S&P 500 Top 50 ETF position peaked at $2.31M in Q2 2021.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.