MFG
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Magnus Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Magnus Financial Group’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
-12,534
Closed -$743K – 440
2025
Q4 		$743K Buy
12,534
+760
+6% +$44.7K 0.06% 201
2025
Q3 		$677K Buy
11,774
+4,125
+54% +$226K 0.05% 208
2025
Q2 		$399K Buy
7,649
+3,053
+66% +$145K 0.04% 260
2025
Q1 		$212K Buy
+4,596
New +$227K 0.02% 340

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

Magnus Financial Group's XLG Position: Q1 2026 in Review

Magnus Financial Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 12,534 shares — an estimated $743K sold.

Magnus Financial Group first reported a position in XLG in Q1 2025 and held it in 4 quarters. The position peaked at $743K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Magnus Financial Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 12,534 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $743K.
  • Magnus Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 4 quarters.
  • Magnus Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $743K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.