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

MONECO 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 		$1.24M Sell
22,675
-589
-3% -$33.8K 0.1% 187
2025
Q4 		$1.38M Sell
23,264
-7
-0% -$411 0.11% 170
2025
Q3 		$1.34M Sell
23,271
-140
-0.6% -$7.66K 0.11% 171
2025
Q2 		$1.22M Sell
23,411
-962
-4% -$45.8K 0.11% 175
2025
Q1 		$1.12M Sell
24,373
-2,423
-9% -$120K 0.12% 166
2024
Q4 		$1.34M Buy
26,796
+2,770
+12% +$136K 0.14% 147
2024
Q3 		$1.14M Buy
24,026
+8,076
+51% +$371K 0.14% 147
2024
Q2 		$730K Buy
15,950
+5,061
+46% +$217K 0.11% 183
2024
Q1 		$459K Sell
10,889
-96,585
-90% -$3.88M 0.07% 248
2023
Q4 		$4.05M Buy
107,474
+3,496
+3% +$125K 0.77% 26
2023
Q3 		$3.53M Buy
103,978
+94,308
+975% +$3.32M 0.96% 20
2023
Q2 		$338K Hold
9,670
– – 0.09% 235
2023
Q1 		$300K Hold
9,670
– – 0.09% 240
2022
Q4 		$267K Buy
9,670
+10
+0.1% +$282 0.1% 209
2022
Q3 		$260K Sell
9,660
-370
-4% -$11.2K 0.1% 195
2022
Q2 		$287K Buy
10,030
+1,010
+11% +$31.5K 0.11% 184
2022
Q1 		$317K Sell
9,020
-3,420
-27% -$118K 0.12% 173
2021
Q4 		$429K Buy
12,440
+70
+0.6% +$2.5K 0.16% 136
2021
Q3 		$408K Buy
12,370
+3,800
+44% +$129K 0.16% 138
2021
Q2 		$279K Buy
8,570
+800
+10% +$25.1K 0.13% 165
2021
Q1 		$230K Sell
7,770
-100
-1% -$2.91K 0.11% 186
2020
Q4 		$225K Buy
+7,870
New +$214K 0.12% 160

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

MONECO Advisors's XLG Position: Q1 2026 in Review

MONECO Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.5% in Q1 2026, selling an estimated $33.8K and leaving 22,675 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #187.

MONECO Advisors first reported a position in XLG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.05M in Q4 2023. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • MONECO Advisors held 22,675 shares of Invesco S&P 500 Top 50 ETF worth $1.24M as of Q1 2026.
  • MONECO Advisors sold 589 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $33.8K.
  • Invesco S&P 500 Top 50 ETF made up 0.1% of MONECO Advisors's portfolio in Q1 2026, its #187 holding.
  • MONECO Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and has held it in 22 quarters since.
  • MONECO Advisors's Invesco S&P 500 Top 50 ETF position peaked at $4.05M in Q4 2023.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.