MinichMacGregor Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

MinichMacGregor 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 Q3	$262K	Sell	4,116 -367	-8%	-$22.8K	0.04%	123
2026 Q2	$274K	Buy	4,483 +166	+4%	+$10.1K	0.04%	123
2026 Q1	$235K	Sell	4,317 -348	-7%	-$20K	0.04%	113
2025 Q4	$277K	Sell	4,665 -654	-12%	-$38.4K	0.05%	107
2025 Q3	$306K	Buy	+5,319	New	+$291K	0.06%	110
2025 Q2	–	Sell	-6,530	Closed	-$301K	–	145
2025 Q1	$301K	Sell	6,530 -141	-2%	-$6.96K	0.07%	94
2024 Q4	$333K	Sell	6,671 -1	-0%	-$49	0.07%	92
2024 Q3	$317K	Sell	6,672 -219	-3%	-$10.1K	0.07%	92
2024 Q2	$315K	Sell	6,891 -13	-0.2%	-$558	0.08%	81
2024 Q1	$291K	Sell	6,904 -729	-10%	-$29.3K	0.07%	88
2023 Q4	$288K	Buy	+7,633	New	+$272K	0.08%	82

Other funds holding XLG

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MinichMacGregor Wealth Management's XLG Position: Q3 2026 in Review

MinichMacGregor Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.2% in Q3 2026, selling an estimated $22.8K and leaving 4,116 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #123.

MinichMacGregor Wealth Management first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $333K in Q4 2024. 460 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

MinichMacGregor Wealth Management held 4,116 shares of Invesco S&P 500 Top 50 ETF worth $262K as of Q3 2026.
MinichMacGregor Wealth Management sold 367 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $22.8K.
Invesco S&P 500 Top 50 ETF made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #123 holding.
MinichMacGregor Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
MinichMacGregor Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $333K in Q4 2024.
460 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.