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

IFG 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 		– Sell
-280,299
Closed -$16.6M – 888
2025
Q4 		$16.6M Buy
280,299
+7,028
+3% +$413K 0.72% 21
2025
Q3 		$15.7M Buy
273,271
+26,457
+11% +$1.45M 0.71% 22
2025
Q2 		$12.9M Buy
246,814
+15,306
+7% +$728K 0.65% 28
2025
Q1 		$10.7M Buy
231,508
+22,147
+11% +$1.09M 0.59% 33
2024
Q4 		$10.5M Buy
209,361
+127,332
+155% +$6.27M 0.59% 36
2024
Q3 		$3.9M Buy
82,029
+60,810
+287% +$2.79M 0.25% 122
2024
Q2 		$971K Buy
21,219
+552
+3% +$23.7K 0.06% 286
2024
Q1 		$871K Buy
20,667
+2,268
+12% +$91.2K 0.06% 266
2023
Q4 		$694K Sell
18,399
-242
-1% -$8.64K 0.05% 310
2023
Q3 		$633K Buy
+18,641
New +$655K 0.05% 303
2023
Q2 		– Sell
-17,220
Closed -$535K – 510
2023
Q1 		$535K Buy
17,220
+60
+0.3% +$1.76K 0.05% 309
2022
Q4 		$473K Buy
17,160
+630
+4% +$17.8K 0.05% 323
2022
Q3 		$444K Buy
16,530
+2,350
+17% +$70.9K 0.04% 337
2022
Q2 		$406K Buy
+14,180
New +$442K 0.04% 320

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

IFG Advisory's XLG Position: Q1 2026 in Review

IFG Advisory sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 280,299 shares — an estimated $16.6M sold.

IFG Advisory first reported a position in XLG in Q2 2022 and held it in 14 quarters. The position peaked at $16.6M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • IFG Advisory reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 280,299 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $16.6M.
  • IFG Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and held it in 14 quarters.
  • IFG Advisory's Invesco S&P 500 Top 50 ETF position peaked at $16.6M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.