Level Four Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Level Four Advisory Services’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	$277K	Sell	5,080 -650	-11%	-$37.3K	0.01%	747
2025 Q4	$340K	Buy	5,730 +678	+13%	+$39.9K	0.01%	658
2025 Q3	$291K	Buy	5,052 +192	+4%	+$10.5K	0.01%	673
2025 Q2	$253K	Sell	4,860 -320	-6%	-$15.2K	0.01%	689
2025 Q1	$238K	Sell	5,180 -798	-13%	-$39.4K	0.01%	687
2024 Q4	$299K	Buy	+5,978	New	+$294K	0.01%	626

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

Level Four Advisory Services's XLG Position: Q1 2026 in Review

Level Four Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 11% in Q1 2026, selling an estimated $37.3K and leaving 5,080 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #747.

Level Four Advisory Services first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $340K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Level Four Advisory Services held 5,080 shares of Invesco S&P 500 Top 50 ETF worth $277K as of Q1 2026.
Level Four Advisory Services sold 650 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $37.3K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #747 holding.
Level Four Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Level Four Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $340K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.