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NFP Retirement Inc’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

NFP Retirement Inc’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 		$1.94M Sell
35,649
-445
-1% -$25.6K 0.12% 107
2025
Q4 		$2.14M Sell
36,094
-891
-2% -$52.4K 0.13% 97
2025
Q3 		$2.13M Sell
36,985
-567
-2% -$31K 0.14% 92
2025
Q2 		$1.96M Sell
37,552
-323
-0.9% -$15.4K 0.13% 93
2025
Q1 		$1.74M Sell
37,875
-872
-2% -$43K 0.14% 85
2024
Q4 		$1.94M Sell
38,747
-657
-2% -$32.3K 0.15% 82
2024
Q3 		$1.87M Sell
39,404
-103
-0.3% -$4.73K 0.15% 86
2024
Q2 		$1.81M Buy
39,507
+33
+0.1% +$1.42K 0.15% 89
2024
Q1 		$1.66M Sell
39,474
-39
-0.1% -$1.57K 0.14% 89
2023
Q4 		$1.49M Buy
39,513
+1,999
+5% +$71.4K 0.25% 77
2023
Q3 		$1.27M Sell
37,514
-796
-2% -$28K 0.24% 79
2023
Q2 		$1.34M Buy
38,310
+10
+0% +$326 0.25% 82
2023
Q1 		$1.19M Buy
38,300
+1,830
+5% +$53.7K 0.24% 85
2022
Q4 		$1.01M Sell
36,470
-6,870
-16% -$194K 0.22% 91
2022
Q3 		$1.17M Buy
43,340
+810
+2% +$24.4K 0.29% 75
2022
Q2 		$1.22M Sell
42,530
-290
-0.7% -$9.04K 0.31% 71
2022
Q1 		$1.5M Buy
42,820
+4,760
+13% +$164K 0.36% 65
2021
Q4 		$1.4M Buy
38,060
+1,860
+5% +$66.3K 0.5% 42
2021
Q3 		$1.19M Buy
36,200
+9,770
+37% +$331K 0.49% 40
2021
Q2 		$860K Buy
26,430
+2,410
+10% +$75.6K 0.33% 55
2021
Q1 		$712K Buy
24,020
+1,320
+6% +$38.4K 0.31% 57
2020
Q4 		$648K Buy
22,700
+4,360
+24% +$119K 0.4% 54
2020
Q3 		$480K Buy
18,340
+5,820
+46% +$150K 0.32% 62
2020
Q2 		$298K Buy
+12,520
New +$280K 0.22% 73

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

NFP Retirement Inc's XLG Position: Q1 2026 in Review

NFP Retirement Inc reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.2% in Q1 2026, selling an estimated $25.6K and leaving 35,649 shares worth $1.94M. The position accounts for 0.12% of the portfolio, ranked #107.

NFP Retirement Inc first reported a position in XLG in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.14M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • NFP Retirement Inc held 35,649 shares of Invesco S&P 500 Top 50 ETF worth $1.94M as of Q1 2026.
  • NFP Retirement Inc sold 445 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $25.6K.
  • Invesco S&P 500 Top 50 ETF made up 0.12% of NFP Retirement Inc's portfolio in Q1 2026, its #107 holding.
  • NFP Retirement Inc first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 24 quarters since.
  • NFP Retirement Inc's Invesco S&P 500 Top 50 ETF position peaked at $2.14M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.