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Mount Yale Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Mount Yale Investment 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 		$3.15M Buy
57,836
+711
+1% +$40.8K 0.07% 272
2025
Q4 		$3.39M Sell
57,125
-9,197
-14% -$541K 0.16% 133
2025
Q3 		$3.81M Buy
+66,322
New +$3.63M 0.27% 85

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $2.03B AUM 27.56% 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

Mount Yale Investment Advisors's XLG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.2% in Q1 2026, buying an estimated $40.8K and bringing the position to 57,836 shares worth $3.15M. The position accounts for 0.07% of the portfolio, ranked #272.

Mount Yale Investment Advisors first reported a position in XLG in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.81M in Q3 2025. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Mount Yale Investment Advisors held 57,836 shares of Invesco S&P 500 Top 50 ETF worth $3.15M as of Q1 2026.
  • Mount Yale Investment Advisors bought 711 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $40.8K.
  • Invesco S&P 500 Top 50 ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #272 holding.
  • Mount Yale Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3.81M in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.