NWF Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

NWF Advisory 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	$674K	Sell	12,361 -90	-0.7%	-$5.17K	0.08%	175
2025 Q4	$738K	Buy	12,451 +4	+0%	+$235	0.08%	156
2025 Q3	$716K	Buy	12,447 +4	+0%	+$219	0.08%	167
2025 Q2	$648K	Buy	12,443 +2,529	+26%	+$120K	0.08%	174
2025 Q1	$456K	Buy	+9,914	New	+$489K	0.06%	186
2024 Q4	–	Sell	-5,391	Closed	-$256K	–	427
2024 Q3	$256K	Buy	5,391 +4	+0.1%	+$184	0.04%	264
2024 Q2	$246K	Buy	5,387 +246	+5%	+$10.6K	0.04%	249
2024 Q1	$217K	Buy	+5,141	New	+$207K	0.04%	269

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

NWF Advisory Services's XLG Position: Q1 2026 in Review

NWF Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.72% in Q1 2026, selling an estimated $5.17K and leaving 12,361 shares worth $674K. The position accounts for 0.08% of the portfolio, ranked #175.

NWF Advisory Services first reported a position in XLG in Q1 2024 and has held it in 8 quarters since. The position peaked at $738K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

NWF Advisory Services held 12,361 shares of Invesco S&P 500 Top 50 ETF worth $674K as of Q1 2026.
NWF Advisory Services sold 90 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $5.17K.
Invesco S&P 500 Top 50 ETF made up 0.08% of NWF Advisory Services's portfolio in Q1 2026, its #175 holding.
NWF Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 8 quarters since.
NWF Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $738K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.