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

LWM 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	$690K	Sell	12,647 -29,568	-70%	-$1.7M	0.74%	28
2025 Q4	$2.5M	Sell	42,215 -563	-1%	-$33.1K	1.47%	18
2025 Q3	$2.46M	Buy	42,778 +7,673	+22%	+$420K	1.43%	18
2025 Q2	$1.83M	Sell	35,105 -6,859	-16%	-$326K	1.26%	17
2025 Q1	$1.93M	Sell	41,964 -22,371	-35%	-$1.1M	1.34%	19
2024 Q4	$3.21M	Buy	64,335 +6,864	+12%	+$338K	2.23%	13
2024 Q3	$2.73M	Buy	57,471 +2,776	+5%	+$128K	2.02%	12
2024 Q2	$2.5M	Sell	54,695 -385	-0.7%	-$16.5K	2.1%	14
2024 Q1	$2.32M	Buy	55,080 +22,434	+69%	+$902K	1.86%	14
2023 Q4	$1.23M	Buy	+32,646	New	+$1.17M	1.08%	20

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

LWM Advisory Services's XLG Position: Q1 2026 in Review

LWM Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 70% in Q1 2026, selling an estimated $1.7M and leaving 12,647 shares worth $690K. The position accounts for 0.74% of the portfolio, ranked #28.

LWM Advisory Services first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.21M in Q4 2024. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

LWM Advisory Services held 12,647 shares of Invesco S&P 500 Top 50 ETF worth $690K as of Q1 2026.
LWM Advisory Services sold 29,568 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.7M.
Invesco S&P 500 Top 50 ETF made up 0.74% of LWM Advisory Services's portfolio in Q1 2026, its #28 holding.
LWM Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
LWM Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $3.21M in Q4 2024.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.