MAMG
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Milestone Asset Management Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Milestone Asset Management Group’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 		$2.45M Sell
44,927
-34
-0.1% -$1.95K 1.43% 24
2025
Q4 		$2.67M Sell
44,961
-752
-2% -$44.2K 1.5% 22
2025
Q3 		$2.63M Buy
45,713
+1,560
+4% +$85.3K 1.65% 20
2025
Q2 		$2.3M Buy
44,153
+162
+0.4% +$7.71K 1.7% 19
2025
Q1 		$2.02M Buy
43,991
+1,710
+4% +$84.4K 1.83% 17
2024
Q4 		$2.11M Buy
+42,281
New +$2.08M 1.89% 18

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

Milestone Asset Management Group's XLG Position: Q1 2026 in Review

Milestone Asset Management Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.08% in Q1 2026, selling an estimated $1.95K and leaving 44,927 shares worth $2.45M. The position accounts for 1.43% of the portfolio, ranked #24.

Milestone Asset Management Group first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.67M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Milestone Asset Management Group held 44,927 shares of Invesco S&P 500 Top 50 ETF worth $2.45M as of Q1 2026.
  • Milestone Asset Management Group sold 34 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.95K.
  • Invesco S&P 500 Top 50 ETF made up 1.43% of Milestone Asset Management Group's portfolio in Q1 2026, its #24 holding.
  • Milestone Asset Management Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's Invesco S&P 500 Top 50 ETF position peaked at $2.67M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.