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Oregon Pacific Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Oregon Pacific Wealth Management’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
-3,617
Closed -$214K – 134
2025
Q4 		$214K Buy
+3,617
New +$213K 0.22% 112

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Oregon Pacific Wealth Management's XLG Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 3,617 shares — an estimated $214K sold.

Oregon Pacific Wealth Management first reported a position in XLG in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 565 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Oregon Pacific Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 3,617 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $214K.
  • Oregon Pacific Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $214K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.