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 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

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

Maridea Wealth Management's XLG Position: Q1 2026 in Review

Maridea Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 10% in Q1 2026, selling an estimated $62.1K and leaving 9,524 shares worth $520K. The position accounts for 0.08% of the portfolio, ranked #247.

Maridea Wealth Management first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $629K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Maridea Wealth Management held 9,524 shares of Invesco S&P 500 Top 50 ETF worth $520K as of Q1 2026.
Maridea Wealth Management sold 1,082 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $62.1K.
Invesco S&P 500 Top 50 ETF made up 0.08% of Maridea Wealth Management's portfolio in Q1 2026, its #247 holding.
Maridea Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $629K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.