Leo Wealth LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Leo Wealth LLC’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	$3.4M	Sell	62,327 -36	-0.1%	-$2.07K	0.25%	79
2025 Q4	$3.7M	Buy	62,363 +9,189	+17%	+$540K	0.27%	67
2025 Q3	$3.06M	Sell	53,174 -72,621	-58%	-$3.97M	0.4%	47
2025 Q2	$6.55M	Buy	125,795 +9,915	+9%	+$472K	0.51%	37
2025 Q1	$5.33M	Sell	115,880 -9,703	-8%	-$479K	0.77%	26
2024 Q4	$6.27M	Buy	125,583 +1,011	+0.8%	+$49.8K	0.56%	33
2024 Q3	$5.92M	Sell	124,572 -169	-0.1%	-$7.77K	0.54%	32
2024 Q2	$5.71M	Buy	124,741 +1,843	+1%	+$79.1K	0.58%	32
2024 Q1	$5.18M	Buy	122,898 +24,592	+25%	+$989K	0.53%	35
2023 Q4	$3.75M	Buy	+98,306	New	+$3.51M	0.39%	45

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

Leo Wealth LLC's XLG Position: Q1 2026 in Review

Leo Wealth LLC reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.06% in Q1 2026, selling an estimated $2.07K and leaving 62,327 shares worth $3.4M. The position accounts for 0.25% of the portfolio, ranked #79.

Leo Wealth LLC first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.55M in Q2 2025. 564 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Leo Wealth LLC held 62,327 shares of Invesco S&P 500 Top 50 ETF worth $3.4M as of Q1 2026.
Leo Wealth LLC sold 36 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $2.07K.
Invesco S&P 500 Top 50 ETF made up 0.25% of Leo Wealth LLC's portfolio in Q1 2026, its #79 holding.
Leo Wealth LLC first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Invesco S&P 500 Top 50 ETF position peaked at $6.55M in Q2 2025.
564 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.