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

Merkkuri 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	$8.1K	Sell	149 -37,760	-100%	-$2.17M	0.01%	229
2025 Q4	$2.25M	Sell	37,909 -1,651	-4%	-$97.1K	1.53%	19
2025 Q3	$2.28M	Buy	39,560 +20,545	+108%	+$1.12M	1.65%	18
2025 Q2	$991K	Buy	19,015 +9,951	+110%	+$473K	0.75%	41
2025 Q1	$417K	Buy	+9,064	New	+$447K	0.36%	59

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

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

Merkkuri Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 100% in Q1 2026, selling an estimated $2.17M and leaving 149 shares worth $8.1K. The position accounts for 0.01% of the portfolio, ranked #229.

Merkkuri Wealth Advisors first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.28M in Q3 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Merkkuri Wealth Advisors held 149 shares of Invesco S&P 500 Top 50 ETF worth $8.1K as of Q1 2026.
Merkkuri Wealth Advisors sold 37,760 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $2.17M.
Invesco S&P 500 Top 50 ETF made up 0.01% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #229 holding.
Merkkuri Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
Merkkuri Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $2.28M in Q3 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

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