Maridea Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Maridea Wealth Management’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 Q3	$663K	Sell	10,425 -441	-4%	-$27.4K	0.06%	278
2026 Q2	$665K	Buy	10,866 +1,342	+14%	+$81.9K	0.07%	249
2026 Q1	$520K	Sell	9,524 -1,082	-10%	-$62.1K	0.08%	247
2025 Q4	$629K	Sell	10,606 -71	-0.7%	-$4.17K	0.09%	207
2025 Q3	$621K	Buy	10,677 +2,513	+31%	+$137K	0.1%	202
2025 Q2	$425K	Buy	8,164 +2,981	+58%	+$142K	0.11%	186
2025 Q1	$239K	Sell	5,183 -936	-15%	-$46.2K	0.08%	200
2024 Q4	$306K	Buy	+6,119	New	+$301K	0.1%	174

Other funds holding XLG

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.17B AUM 14.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Maridea Wealth Management's XLG Position: Q3 2026 in Review

Maridea Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.1% in Q3 2026, selling an estimated $27.4K and leaving 10,425 shares worth $663K. The position accounts for 0.06% of the portfolio, ranked #278.

Maridea Wealth Management first reported a position in XLG in Q4 2024 and has held it in 8 quarters since. The position peaked at $665K in Q2 2026. 524 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Maridea Wealth Management held 10,425 shares of Invesco S&P 500 Top 50 ETF worth $663K as of Q3 2026.
Maridea Wealth Management sold 441 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $27.4K.
Invesco S&P 500 Top 50 ETF made up 0.06% of Maridea Wealth Management's portfolio in Q3 2026, its #278 holding.
Maridea Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 8 quarters since.
Maridea Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $665K in Q2 2026.
524 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.