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

Mutual 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 		$5.43M Sell
99,574
-64,332
-39% -$3.69M 0.12% 175
2025
Q4 		$9.72M Buy
163,906
+24,984
+18% +$1.47M 0.21% 93
2025
Q3 		$8.07M Buy
138,922
+16,587
+14% +$907K 0.18% 112
2025
Q2 		$6.58M Buy
122,335
+84,272
+221% +$4.01M 0.16% 133
2025
Q1 		$1.74M Buy
38,063
+12,262
+48% +$605K 0.05% 318
2024
Q4 		$1.29M Sell
25,801
-5,765
-18% -$284K 0.04% 400
2024
Q3 		$1.52M Sell
31,566
-373
-1% -$17.1K 0.04% 343
2024
Q2 		$1.44M Sell
31,939
-7,647
-19% -$328K 0.04% 354
2024
Q1 		$1.67M Sell
39,586
-1,082
-3% -$43.5K 0.05% 321
2023
Q4 		$1.53M Buy
40,668
+1,465
+4% +$52.3K 0.05% 329
2023
Q3 		$1.33M Buy
39,203
+1,513
+4% +$53.2K 0.05% 352
2023
Q2 		$1.32M Buy
37,690
+1,220
+3% +$39.8K 0.05% 354
2023
Q1 		$1.13M Buy
36,470
+1,100
+3% +$32.3K 0.05% 394
2022
Q4 		$976K Buy
35,370
+9,990
+39% +$282K 0.04% 412
2022
Q3 		$683K Buy
25,380
+1,280
+5% +$38.6K 0.04% 477
2022
Q2 		$691K Sell
24,100
-220
-0.9% -$6.86K 0.05% 443
2022
Q1 		$855K Buy
24,320
+1,250
+5% +$43K 0.05% 419
2021
Q4 		$852K Sell
23,070
-290
-1% -$10.3K 0.05% 432
2021
Q3 		$771K Buy
23,360
+10
+0% +$339 0.05% 415
2021
Q2 		$760K Buy
23,350
+180
+0.8% +$5.64K 0.05% 424
2021
Q1 		$687K Sell
23,170
-4,080
-15% -$119K 0.05% 413
2020
Q4 		$777K Sell
27,250
-2,150
-7% -$58.5K 0.06% 373
2020
Q3 		$770K Sell
29,400
-1,850
-6% -$47.8K 0.07% 310
2020
Q2 		$743K Buy
31,250
+5,620
+22% +$126K 0.07% 286
2020
Q1 		$501K Buy
+25,630
New +$577K 0.07% 291
2019
Q2 		– Sell
-13,050
Closed -$265K – 588
2019
Q1 		$265K Buy
+13,050
New +$253K 0.04% 389
2018
Q4 		– Sell
-15,670
Closed -$328K – 496
2018
Q3 		$328K Buy
15,670
+1,020
+7% +$20.8K 0.05% 349
2018
Q2 		$282K Sell
14,650
-16,410
-53% -$315K 0.06% 340
2018
Q1 		$580K Sell
31,060
-1,600
-5% -$31.2K 0.15% 216
2017
Q4 		$621K Buy
+32,660
New +$604K 0.23% 126

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

Mutual Advisors's XLG Position: Q1 2026 in Review

Mutual Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 39% in Q1 2026, selling an estimated $3.69M and leaving 99,574 shares worth $5.43M. The position accounts for 0.12% of the portfolio, ranked #175.

Mutual Advisors first reported a position in XLG in Q4 2017 and has held it in 30 quarters since. The position peaked at $9.72M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Mutual Advisors held 99,574 shares of Invesco S&P 500 Top 50 ETF worth $5.43M as of Q1 2026.
  • Mutual Advisors sold 64,332 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $3.69M.
  • Invesco S&P 500 Top 50 ETF made up 0.12% of Mutual Advisors's portfolio in Q1 2026, its #175 holding.
  • Mutual Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2017 and has held it in 30 quarters since.
  • Mutual Advisors's Invesco S&P 500 Top 50 ETF position peaked at $9.72M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.