Murphy & Mullick Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Murphy & Mullick Capital 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 Q1	$16.4K	Hold	300	–	–	0.01%	414
2025 Q4	$17.8K	Buy	300 +100	+50%	+$5.88K	0.01%	415
2025 Q3	$11.9K	Hold	200	–	–	0.01%	445
2025 Q2	$10.4K	Hold	200	–	–	0.01%	450
2025 Q1	$9.2K	Hold	200	–	–	0.01%	454
2024 Q4	$9.99K	Buy	+200	New	+$9.85K	0.01%	441

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Murphy & Mullick Capital Management's XLG Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 300 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #414.

Murphy & Mullick Capital Management first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.8K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Murphy & Mullick Capital Management held 300 shares of Invesco S&P 500 Top 50 ETF worth $16.4K as of Q1 2026.
Murphy & Mullick Capital Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #414 holding.
Murphy & Mullick Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $17.8K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.