Nalls Sherbakoff Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$8.89K	Hold	150	–	–	0.01%	334
2025 Q3	$8.63K	Hold	150	–	–	0.01%	338
2025 Q2	$7.82K	Hold	150	–	–	0.01%	339
2025 Q1	$6.9K	Buy	+150	New	+$7.4K	0.01%	316
2023 Q4	$5.66K	Hold	150	–	–	0.01%	297
2023 Q3	$5.09K	Hold	150	–	–	0.01%	296
2023 Q2	$4.97K	Hold	150	–	–	﹤0.01%	300
2023 Q1	$4.59K	Buy	+150	New	+$4.4K	﹤0.01%	311
2018 Q4	$3K	Buy	+150	New	+$2.91K	﹤0.01%	334

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nalls Sherbakoff Group's XLG Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q4 2025 at 150 shares worth $8.89K. The position accounts for 0.01% of the portfolio, ranked #334.

Nalls Sherbakoff Group first reported a position in XLG in Q4 2018 and has held it in 9 quarters since. 641 funds tracked by Wall St. Rank hold XLG as of Q4 2025.

Nalls Sherbakoff Group held 150 shares of Invesco S&P 500 Top 50 ETF worth $8.89K as of Q4 2025.
Nalls Sherbakoff Group left its Invesco S&P 500 Top 50 ETF share count unchanged in Q4 2025.
Invesco S&P 500 Top 50 ETF made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #334 holding.
Nalls Sherbakoff Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2018 and has held it in 9 quarters since.
641 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.