Insight Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Insight Advisors’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	$619K	Buy	11,348 +398	+4%	+$22.9K	0.12%	120
2025 Q4	$649K	Buy	10,950 +251	+2%	+$14.8K	0.1%	129
2025 Q3	$616K	Buy	10,699 +1,039	+11%	+$56.8K	0.09%	137
2025 Q2	$503K	Buy	9,660 +612	+7%	+$29.1K	0.08%	155
2025 Q1	$416K	Buy	9,048 +1,059	+13%	+$52.3K	0.07%	173
2024 Q4	$402K	Buy	7,989 +717	+10%	+$35.3K	0.07%	183
2024 Q3	$346K	Sell	7,272 -274	-4%	-$12.6K	0.06%	207
2024 Q2	$345K	Buy	+7,546	New	+$324K	0.06%	208

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

Insight Advisors's XLG Position: Q1 2026 in Review

Insight Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.6% in Q1 2026, buying an estimated $22.9K and bringing the position to 11,348 shares worth $619K. The position accounts for 0.12% of the portfolio, ranked #120.

Insight Advisors first reported a position in XLG in Q2 2024 and has held it in 8 quarters since. The position peaked at $649K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Insight Advisors held 11,348 shares of Invesco S&P 500 Top 50 ETF worth $619K as of Q1 2026.
Insight Advisors bought 398 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $22.9K.
Invesco S&P 500 Top 50 ETF made up 0.12% of Insight Advisors's portfolio in Q1 2026, its #120 holding.
Insight Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 8 quarters since.
Insight Advisors's Invesco S&P 500 Top 50 ETF position peaked at $649K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.