Investor's Fiduciary Advisor Network’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Investor's Fiduciary Advisor 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	–	Sell	-21,296	Closed	-$1.26M	–	309
2025 Q4	$1.26M	Buy	21,296 +958	+5%	+$56.3K	0.27%	86
2025 Q3	$1.17M	Buy	20,338 +10,473	+106%	+$573K	0.4%	72
2025 Q2	$513K	Buy	+9,865	New	+$469K	0.19%	129

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

Investor's Fiduciary Advisor Network's XLG Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 21,296 shares — an estimated $1.26M sold.

Investor's Fiduciary Advisor Network first reported a position in XLG in Q2 2025 and held it in 3 quarters. The position peaked at $1.26M in Q4 2025. 564 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Investor's Fiduciary Advisor Network reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 21,296 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.26M.
Investor's Fiduciary Advisor Network first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and held it in 3 quarters.
Investor's Fiduciary Advisor Network's Invesco S&P 500 Top 50 ETF position peaked at $1.26M in Q4 2025.
564 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.