Holistic Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Holistic Planning’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	$322K	Hold	5,910	–	–	0.06%	231
2025 Q4	$350K	Sell	5,910 -383	-6%	-$22.5K	0.07%	204
2025 Q3	$362K	Sell	6,293 -46	-0.7%	-$2.52K	0.1%	164
2025 Q2	$330K	Sell	6,339 -114	-2%	-$5.42K	0.09%	162
2025 Q1	$297K	Hold	6,453	–	–	0.1%	141
2024 Q4	$322K	Sell	6,453 -617	-9%	-$30.4K	0.12%	125
2024 Q3	$336K	Sell	7,070 -3,650	-34%	-$168K	0.14%	105
2024 Q2	$452K	Hold	10,720	–	–	0.35%	68
2024 Q1	$452K	Sell	10,720 -1,202	-10%	-$48.3K	0.34%	68
2023 Q4	$450K	Buy	+11,922	New	+$426K	0.38%	65

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

Holistic Planning's XLG Position: Q1 2026 in Review

Holistic Planning held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 5,910 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #231.

Holistic Planning first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $452K in Q2 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Holistic Planning held 5,910 shares of Invesco S&P 500 Top 50 ETF worth $322K as of Q1 2026.
Holistic Planning left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #231 holding.
Holistic Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Invesco S&P 500 Top 50 ETF position peaked at $452K in Q2 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.