Leslie Global Wealth
XLG icon

Leslie Global Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Leslie Global Wealth’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
Q3 		$855K Buy
13,449
+3,968
+42% +$247K 0.32% 33
2026
Q2 		$581K Sell
9,481
-446
-4% -$27.2K 0.23% 42
2026
Q1 		$542K Sell
9,927
-5,774
-37% -$332K 0.29% 37
2025
Q4 		$931K Buy
15,701
+4,692
+43% +$276K 0.42% 24
2025
Q3 		$633K Sell
11,009
-5,752
-34% -$315K 0.3% 35
2025
Q2 		$873K Buy
16,761
+5,651
+51% +$269K 0.47% 27
2025
Q1 		$511K Sell
11,110
-647
-6% -$31.9K 0.25% 39
2024
Q4 		$587K Sell
11,757
-2,955
-20% -$145K 0.27% 38
2024
Q3 		$699K Buy
14,712
+3,936
+37% +$181K 0.34% 34
2024
Q2 		$493K Buy
+10,776
New +$463K 0.29% 35

Other funds holding XLG

Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.17B AUM 14.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Leslie Global Wealth's XLG Position: Q3 2026 in Review

Leslie Global Wealth increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 42% in Q3 2026, buying an estimated $247K and bringing the position to 13,449 shares worth $855K. The position accounts for 0.32% of the portfolio, ranked #33.

Leslie Global Wealth first reported a position in XLG in Q2 2024 and has held it in 10 quarters since. The position peaked at $931K in Q4 2025. 524 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Leslie Global Wealth held 13,449 shares of Invesco S&P 500 Top 50 ETF worth $855K as of Q3 2026.
  • Leslie Global Wealth bought 3,968 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $247K.
  • Invesco S&P 500 Top 50 ETF made up 0.32% of Leslie Global Wealth's portfolio in Q3 2026, its #33 holding.
  • Leslie Global Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 10 quarters since.
  • Leslie Global Wealth's Invesco S&P 500 Top 50 ETF position peaked at $931K in Q4 2025.
  • 524 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.