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

Horst & Graben 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	–	Sell	-421,968	Closed	-$25M	–	200
2025 Q4	$25M	Buy	421,968 +17,612	+4%	+$1.04M	3.78%	7
2025 Q3	$23.3M	Buy	404,356 +217,550	+116%	+$11.9M	3.55%	8
2025 Q2	$9.73M	Buy	186,806 +70,570	+61%	+$3.36M	1.61%	20
2025 Q1	$5.35M	Buy	+116,236	New	+$5.74M	0.96%	23

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horst & Graben Wealth Management's XLG Position: Q1 2026 in Review

Horst & Graben Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 421,968 shares — an estimated $25M sold.

Horst & Graben Wealth Management first reported a position in XLG in Q1 2025 and held it in 4 quarters. The position peaked at $25M in Q4 2025. 565 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Horst & Graben Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Horst & Graben Wealth Management sold 421,968 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $25M.
Horst & Graben Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 4 quarters.
Horst & Graben Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $25M in Q4 2025.
565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.