Lee Johnson Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Lee Johnson Capital 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	$527K	Hold	9,662	–	–	0.19%	61
2025 Q4	$573K	Buy	9,662 +113	+1%	+$6.64K	0.2%	70
2025 Q3	$549K	Buy	+9,549	New	+$522K	0.18%	77
2025 Q2	–	Sell	-70,064	Closed	-$3.22M	–	77
2025 Q1	$3.22M	Sell	70,064 -2,012	-3%	-$99.3K	1.71%	22
2024 Q4	$3.6M	Buy	72,076 +1,449	+2%	+$71.3K	1.9%	20
2024 Q3	$3.36M	Buy	+70,627	New	+$3.25M	1.73%	19

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

Lee Johnson Capital Management's XLG Position: Q1 2026 in Review

Lee Johnson Capital Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 9,662 shares worth $527K. The position accounts for 0.19% of the portfolio, ranked #61.

Lee Johnson Capital Management first reported a position in XLG in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.6M in Q4 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Lee Johnson Capital Management held 9,662 shares of Invesco S&P 500 Top 50 ETF worth $527K as of Q1 2026.
Lee Johnson Capital Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.19% of Lee Johnson Capital Management's portfolio in Q1 2026, its #61 holding.
Lee Johnson Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 6 quarters since.
Lee Johnson Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $3.6M in Q4 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.