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

Optivise 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	–	Sell	-23,858	Closed	-$1.41M	–	217
2025 Q4	$1.41M	Buy	+23,858	New	+$1.4M	0.82%	34
2024 Q3	–	Sell	-40,274	Closed	-$1.84M	–	191
2024 Q2	$1.84M	Buy	+40,274	New	+$1.73M	0.99%	24

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

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

Optivise Advisory Services sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 23,858 shares — an estimated $1.41M sold.

Optivise Advisory Services first reported a position in XLG in Q2 2024 and held it in 2 quarters. The position peaked at $1.84M in Q2 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Optivise Advisory Services reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Optivise Advisory Services sold 23,858 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.41M.
Optivise Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and held it in 2 quarters.
Optivise Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $1.84M in Q2 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.