Leavell Investment Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Leavell Investment Management’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	$5M	Sell	91,739 -5,659	-6%	-$325K	0.21%	121
2025 Q4	$5.77M	Buy	97,398 +11,531	+13%	+$678K	0.24%	103
2025 Q3	$4.94M	Buy	85,867 +12,408	+17%	+$678K	0.21%	114
2025 Q2	$3.83M	Sell	73,459 -4,461	-6%	-$212K	0.17%	138
2025 Q1	$3.59M	Buy	77,920 +2,920	+4%	+$144K	0.18%	132
2024 Q4	$3.75M	Buy	75,000 +21,441	+40%	+$1.06M	0.18%	124
2024 Q3	$2.55M	Buy	53,559 +27,029	+102%	+$1.24M	0.13%	164
2024 Q2	$1.21M	Buy	26,530 +20,665	+352%	+$887K	0.07%	244
2024 Q1	$247K	Buy	5,865 +200	+4%	+$8.04K	0.01%	448
2023 Q4	$214K	Buy	+5,665	New	+$202K	0.01%	449

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

Leavell Investment Management's XLG Position: Q1 2026 in Review

Leavell Investment Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.8% in Q1 2026, selling an estimated $325K and leaving 91,739 shares worth $5M. The position accounts for 0.21% of the portfolio, ranked #121.

Leavell Investment Management first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.77M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Leavell Investment Management held 91,739 shares of Invesco S&P 500 Top 50 ETF worth $5M as of Q1 2026.
Leavell Investment Management sold 5,659 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $325K.
Invesco S&P 500 Top 50 ETF made up 0.21% of Leavell Investment Management's portfolio in Q1 2026, its #121 holding.
Leavell Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
Leavell Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $5.77M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.