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

Insigneo Advisory Services’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	$531K	Buy	9,740 +850	+10%	+$48.8K	0.04%	367
2025 Q4	$527K	Sell	8,890 -844	-9%	-$49.6K	0.04%	356
2025 Q3	$560K	Sell	9,734 -271	-3%	-$14.8K	0.04%	337
2025 Q2	$521K	Buy	10,005 +62	+0.6%	+$2.95K	0.04%	336
2025 Q1	$458K	Buy	9,943 +179	+2%	+$8.83K	0.05%	326
2024 Q4	$488K	Sell	9,764 -2,245	-19%	-$111K	0.05%	303
2024 Q3	$571K	Buy	+12,009	New	+$552K	0.06%	285
2024 Q2	–	Sell	-11,010	Closed	-$464K	–	649
2024 Q1	$464K	Buy	+11,010	New	+$443K	0.06%	279

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

Insigneo Advisory Services's XLG Position: Q1 2026 in Review

Insigneo Advisory Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.6% in Q1 2026, buying an estimated $48.8K and bringing the position to 9,740 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #367.

Insigneo Advisory Services first reported a position in XLG in Q1 2024 and has held it in 8 quarters since. The position peaked at $571K in Q3 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Insigneo Advisory Services held 9,740 shares of Invesco S&P 500 Top 50 ETF worth $531K as of Q1 2026.
Insigneo Advisory Services bought 850 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $48.8K.
Invesco S&P 500 Top 50 ETF made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #367 holding.
Insigneo Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $571K in Q3 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

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