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Lifeworks Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Lifeworks Advisors’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 		– Sell
-3,903
Closed -$231K – 347
2025
Q4 		$231K Sell
3,903
-133
-3% -$7.82K 0.03% 299
2025
Q3 		$232K Hold
4,036
– – 0.03% 302
2025
Q2 		$210K Sell
4,036
-1,803
-31% -$85.8K 0.03% 302
2025
Q1 		$269K Sell
5,839
-4
-0.1% -$197 0.04% 256
2024
Q4 		$292K Sell
5,843
-193
-3% -$9.5K 0.05% 239
2024
Q3 		$287K Sell
6,036
-651
-10% -$29.9K 0.06% 234
2024
Q2 		$306K Sell
6,687
-722
-10% -$31K 0.09% 176
2024
Q1 		$312K Sell
7,409
-1,687
-19% -$67.9K 0.09% 172
2023
Q4 		$343K Buy
+9,096
New +$325K 0.12% 149

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lifeworks Advisors's XLG Position: Q1 2026 in Review

Lifeworks Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 3,903 shares — an estimated $231K sold.

Lifeworks Advisors first reported a position in XLG in Q4 2023 and held it in 9 quarters. The position peaked at $343K in Q4 2023. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Lifeworks Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 3,903 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $231K.
  • Lifeworks Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 9 quarters.
  • Lifeworks Advisors's Invesco S&P 500 Top 50 ETF position peaked at $343K in Q4 2023.
  • 560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.