Medallion Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Medallion Wealth Advisors’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	$286K	Buy	5,236 +21	+0.4%	+$1.21K	0.09%	196
2025 Q4	$309K	Sell	5,215 -35	-0.7%	-$2.06K	0.1%	183
2025 Q3	$302K	Buy	5,250 +22	+0.4%	+$1.2K	0.11%	180
2025 Q2	$271K	Buy	5,228 +16	+0.3%	+$761	0.1%	186
2025 Q1	$241K	Buy	5,212 +1,272	+32%	+$62.8K	0.11%	180
2024 Q4	$197K	Buy	+3,940	New	+$194K	0.1%	192

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

Medallion Wealth Advisors's XLG Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.4% in Q1 2026, buying an estimated $1.21K and bringing the position to 5,236 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #196.

Medallion Wealth Advisors first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q4 2025. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Medallion Wealth Advisors held 5,236 shares of Invesco S&P 500 Top 50 ETF worth $286K as of Q1 2026.
Medallion Wealth Advisors bought 21 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.21K.
Invesco S&P 500 Top 50 ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #196 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $309K in Q4 2025.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.