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

Mezzasalma 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 		$459K Hold
8,411
– – 0.12% 105
2025
Q4 		$497K Hold
8,411
– – 0.12% 103
2025
Q3 		$484K Hold
8,411
– – 0.12% 98
2025
Q2 		$438K Hold
8,411
– – 0.13% 94
2025
Q1 		$387K Hold
8,411
– – 0.13% 98
2024
Q4 		$420K Buy
+8,411
New +$414K 0.14% 88

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

Mezzasalma Advisors's XLG Position: Q1 2026 in Review

Mezzasalma Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 8,411 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #105.

Mezzasalma Advisors first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $497K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Mezzasalma Advisors held 8,411 shares of Invesco S&P 500 Top 50 ETF worth $459K as of Q1 2026.
  • Mezzasalma Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.12% of Mezzasalma Advisors's portfolio in Q1 2026, its #105 holding.
  • Mezzasalma Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
  • Mezzasalma Advisors's Invesco S&P 500 Top 50 ETF position peaked at $497K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.