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

Integrated Advisors Network’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	$895K	Sell	16,407 -5,123	-24%	-$294K	0.05%	335
2025 Q4	$1.28M	Buy	21,530 +1,500	+7%	+$88.2K	0.06%	305
2025 Q3	$1.15M	Buy	20,030 +3,276	+20%	+$179K	0.05%	333
2025 Q2	$873K	Buy	16,754 +5,856	+54%	+$279K	0.04%	381
2025 Q1	$502K	Buy	10,898 +1,446	+15%	+$71.4K	0.03%	458
2024 Q4	$472K	Buy	9,452 +3,684	+64%	+$181K	0.02%	473
2024 Q3	$274K	Buy	+5,768	New	+$265K	0.01%	626

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

Integrated Advisors Network's XLG Position: Q1 2026 in Review

Integrated Advisors Network reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 24% in Q1 2026, selling an estimated $294K and leaving 16,407 shares worth $895K. The position accounts for 0.05% of the portfolio, ranked #335.

Integrated Advisors Network first reported a position in XLG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Integrated Advisors Network held 16,407 shares of Invesco S&P 500 Top 50 ETF worth $895K as of Q1 2026.
Integrated Advisors Network sold 5,123 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $294K.
Invesco S&P 500 Top 50 ETF made up 0.05% of Integrated Advisors Network's portfolio in Q1 2026, its #335 holding.
Integrated Advisors Network first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 7 quarters since.
Integrated Advisors Network's Invesco S&P 500 Top 50 ETF position peaked at $1.28M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.