Horizon Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Horizon Wealth Management’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	$1.1M	Buy	20,229 +1,197	+6%	+$68.8K	0.16%	59
2025 Q4	$1.13M	Buy	19,032 +180	+1%	+$10.6K	0.18%	48
2025 Q3	$1.08M	Sell	18,852 -203	-1%	-$11.1K	0.16%	47
2025 Q2	$993K	Buy	19,055 +1,554	+9%	+$73.9K	0.17%	38
2025 Q1	$805K	Sell	17,501 -9	-0.1%	-$444	0.14%	37
2024 Q4	$875K	Buy	17,510 +12	+0.1%	+$591	0.15%	35
2024 Q3	$832K	Sell	17,498 -15	-0.1%	-$689	0.17%	37
2024 Q2	$801K	Buy	17,513 +358	+2%	+$15.4K	0.19%	30
2024 Q1	$723K	Buy	17,155 +198	+1%	+$7.96K	0.19%	32
2023 Q4	$640K	Buy	+16,957	New	+$605K	0.18%	34

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

Horizon Wealth Management's XLG Position: Q1 2026 in Review

Horizon Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.3% in Q1 2026, buying an estimated $68.8K and bringing the position to 20,229 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #59.

Horizon Wealth Management first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q4 2025. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Horizon Wealth Management held 20,229 shares of Invesco S&P 500 Top 50 ETF worth $1.1M as of Q1 2026.
Horizon Wealth Management bought 1,197 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $68.8K.
Invesco S&P 500 Top 50 ETF made up 0.16% of Horizon Wealth Management's portfolio in Q1 2026, its #59 holding.
Horizon Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
Horizon Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.13M in Q4 2025.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.