LPL Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $545M | Sell |
9,990,301
-1,564,055
| -14% | -$89.8M | 0.14% | 142 |
|
|
2025
Q4 | $685M | Buy |
11,554,356
+856,661
| +8% | +$50.4M | 0.19% | 110 |
|
|
2025
Q3 | $615M | Sell |
10,697,695
-105,558
| -1% | -$5.77M | 0.18% | 119 |
|
|
2025
Q2 | $563M | Buy |
10,803,253
+181,171
| +2% | +$8.62M | 0.19% | 115 |
|
|
2025
Q1 | $489M | Buy |
10,622,082
+847,025
| +9% | +$41.8M | 0.19% | 116 |
|
|
2024
Q4 | $488M | Buy |
9,775,057
+1,795,590
| +23% | +$88.4M | 0.2% | 110 |
|
|
2024
Q3 | $379M | Buy |
7,979,467
+741,770
| +10% | +$34.1M | 0.17% | 119 |
|
|
2024
Q2 | $331M | Buy |
7,237,697
+448,925
| +7% | +$19.3M | 0.16% | 121 |
|
|
2024
Q1 | $286M | Buy |
6,788,772
+1,234,501
| +22% | +$49.7M | 0.15% | 128 |
|
|
2023
Q4 | $210M | Buy |
5,554,271
+956,257
| +21% | +$34.1M | 0.13% | 152 |
|
|
2023
Q3 | $156M | Buy |
4,598,014
+931,424
| +25% | +$32.8M | 0.11% | 167 |
|
|
2023
Q2 | $128M | Buy |
3,666,590
+1,000,230
| +38% | +$32.6M | 0.09% | 196 |
|
|
2023
Q1 | $82.8M | Sell |
2,666,360
-280,700
| -10% | -$8.23M | 0.06% | 276 |
|
|
2022
Q4 | $81.3M | Buy |
2,947,060
+81,990
| +3% | +$2.31M | 0.07% | 264 |
|
|
2022
Q3 | $77.1M | Sell |
2,865,070
-310
| -0% | -$9.35K | 0.07% | 242 |
|
|
2022
Q2 | $82.1M | Sell |
2,865,380
-38,150
| -1% | -$1.19M | 0.08% | 243 |
|
|
2022
Q1 | $102M | Buy |
2,903,530
+571,710
| +25% | +$19.7M | 0.09% | 213 |
|
|
2021
Q4 | $86.1M | Buy |
2,331,820
+250,470
| +12% | +$8.93M | 0.07% | 257 |
|
|
2021
Q3 | $68.7M | Buy |
2,081,350
+217,840
| +12% | +$7.38M | 0.06% | 276 |
|
|
2021
Q2 | $60.6M | Buy |
1,863,510
+58,580
| +3% | +$1.84M | 0.06% | 289 |
|
|
2021
Q1 | $53.5M | Sell |
1,804,930
-142,720
| -7% | -$4.16M | 0.06% | 283 |
|
|
2020
Q4 | $55.6M | Buy |
1,947,650
+472,960
| +32% | +$12.9M | 0.07% | 254 |
|
|
2020
Q3 | $38.6M | Buy |
1,474,690
+477,340
| +48% | +$12.3M | 0.06% | 276 |
|
|
2020
Q2 | $23.7M | Buy |
997,350
+591,370
| +146% | +$13.2M | 0.04% | 334 |
|
|
2020
Q1 | $7.94M | Buy |
405,980
+128,600
| +46% | +$2.9M | 0.02% | 584 |
|
|
2019
Q4 | $6.47M | Buy |
277,380
+51,340
| +23% | +$1.14M | 0.01% | 736 |
|
|
2019
Q3 | $4.8M | Buy |
226,040
+13,830
| +7% | +$293K | 0.01% | 813 |
|
|
2019
Q2 | $4.45M | Buy |
212,210
+2,430
| +1% | +$50.4K | 0.01% | 836 |
|
|
2019
Q1 | $4.26M | Sell |
209,780
-44,540
| -18% | -$865K | 0.01% | 841 |
|
|
2018
Q4 | $4.57M | Buy |
254,320
+17,430
| +7% | +$338K | 0.01% | 709 |
|
|
2018
Q3 | $4.96M | Buy |
236,890
+6,250
| +3% | +$128K | 0.01% | 742 |
|
|
2018
Q2 | $4.45M | Buy |
230,640
+18,330
| +9% | +$352K | 0.01% | 761 |
|
|
2018
Q1 | $3.96M | Buy |
212,310
+49,180
| +30% | +$958K | 0.01% | 791 |
|
|
2017
Q4 | $3.1M | Sell |
163,130
-670
| -0.4% | -$12.4K | 0.01% | 845 |
|
|
2017
Q3 | $2.92M | Sell |
163,800
-5,950
| -4% | -$104K | 0.01% | 814 |
|
|
2017
Q2 | $2.9M | Sell |
169,750
-2,220
| -1% | -$37.7K | 0.01% | 759 |
|
|
2017
Q1 | $2.87M | Buy |
171,970
+19,260
| +13% | +$316K | 0.02% | 654 |
|
|
2016
Q4 | $2.42M | Sell |
152,710
-6,930
| -4% | -$107K | 0.02% | 704 |
|
|
2016
Q3 | $2.42M | Buy |
159,640
+14,520
| +10% | +$222K | 0.02% | 668 |
|
|
2016
Q2 | $2.16M | Sell |
145,120
-97,140
| -40% | -$1.42M | 0.02% | 727 |
|
|
2016
Q1 | $3.51M | Buy |
242,260
+45,560
| +23% | +$633K | 0.01% | 891 |
|
|
2015
Q4 | $2.8M | Buy |
196,700
+102,100
| +108% | +$1.47M | 0.01% | 982 |
|
|
2015
Q3 | $1.3M | Sell |
94,600
-12,800
| -12% | -$180K | 0.01% | 1078 |
|
|
2015
Q2 | $1.52M | Buy |
107,400
+6,080
| +6% | +$87.7K | 0.01% | 1078 |
|
|
2015
Q1 | $1.41M | Sell |
101,320
-34,050
| -25% | -$483K | 0.01% | 1116 |
|
|
2014
Q4 | $1.92M | Buy |
135,370
+7,000
| +5% | +$98K | 0.01% | 908 |
|
|
2014
Q3 | $1.75M | Buy |
128,370
+30,610
| +31% | +$421K | 0.01% | 924 |
|
|
2014
Q2 | $1.32M | Sell |
97,760
-1,070
| -1% | -$14.1K | 0.01% | 1144 |
|
|
2014
Q1 | $1.28M | Sell |
98,830
-11,510
| -10% | -$147K | 0.01% | 1104 |
|
|
2013
Q4 | $1.43M | Sell |
110,340
-58,400
| -35% | -$725K | 0.01% | 1021 |
|
|
2013
Q3 | $2.01M | Buy |
168,740
+5,970
| +4% | +$70.5K | 0.01% | 785 |
|
|
2013
Q2 | $1.85M | Buy |
+162,770
| New | +$1.87M | 0.01% | 762 |
|
Other funds holding XLG
PWP
JFGIW
LPL Financial's XLG Position: Q1 2026 in Review
LPL Financial reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 14% in Q1 2026, selling an estimated $89.8M and leaving 9,990,301 shares worth $545M. The position accounts for 0.14% of the portfolio, ranked #142.
LPL Financial first reported a position in XLG in Q2 2013 and has held it in 52 quarters since. The position peaked at $685M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.
- LPL Financial held 9,990,301 shares of Invesco S&P 500 Top 50 ETF worth $545M as of Q1 2026.
- LPL Financial sold 1,564,055 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $89.8M.
- Invesco S&P 500 Top 50 ETF made up 0.14% of LPL Financial's portfolio in Q1 2026, its #142 holding.
- LPL Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Invesco S&P 500 Top 50 ETF position peaked at $685M in Q4 2025.
- 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.