Novak & Powell Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Novak & Powell Financial Services’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	$385K	Buy	7,056 +1,684	+31%	+$96.7K	0.21%	99
2025 Q4	$318K	Hold	5,372	–	–	0.17%	113
2025 Q3	$309K	Hold	5,372	–	–	0.16%	120
2025 Q2	$280K	Hold	5,372	–	–	0.19%	111
2025 Q1	$247K	Sell	5,372 -300	-5%	-$14.8K	0.15%	128
2024 Q4	$283K	Buy	5,672 +300	+6%	+$14.8K	0.17%	110
2024 Q3	$255K	Buy	5,372 +66	+1%	+$3.03K	0.15%	127
2024 Q2	$243K	Hold	5,306	–	–	0.15%	119
2024 Q1	$224K	Hold	5,306	–	–	0.17%	123
2023 Q4	$200K	Buy	+5,306	New	+$189K	0.13%	142

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

Novak & Powell Financial Services's XLG Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 31% in Q1 2026, buying an estimated $96.7K and bringing the position to 7,056 shares worth $385K. The position accounts for 0.21% of the portfolio, ranked #99.

Novak & Powell Financial Services first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Novak & Powell Financial Services held 7,056 shares of Invesco S&P 500 Top 50 ETF worth $385K as of Q1 2026.
Novak & Powell Financial Services bought 1,684 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $96.7K.
Invesco S&P 500 Top 50 ETF made up 0.21% of Novak & Powell Financial Services's portfolio in Q1 2026, its #99 holding.
Novak & Powell Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.