Pacific Sun Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Pacific Sun Financial’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	$222K	Buy	4,077 +40	+1%	+$2.3K	0.11%	189
2025 Q4	$239K	Sell	4,037 -2	-0%	-$118	0.12%	178
2025 Q3	$232K	Sell	4,039 -2,800	-41%	-$153K	0.11%	176
2025 Q2	$356K	Buy	6,839 +215	+3%	+$10.2K	0.19%	139
2025 Q1	$305K	Buy	6,624 +275	+4%	+$13.6K	0.17%	148
2024 Q4	$317K	Buy	6,349 +814	+15%	+$40.1K	0.17%	142
2024 Q3	$263K	Buy	5,535 +565	+11%	+$26K	0.15%	155
2024 Q2	$227K	Buy	4,970 +70	+1%	+$3K	0.13%	161
2024 Q1	$206K	Buy	+4,900	New	+$197K	0.12%	175

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

Pacific Sun Financial's XLG Position: Q1 2026 in Review

Pacific Sun Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.99% in Q1 2026, buying an estimated $2.3K and bringing the position to 4,077 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #189.

Pacific Sun Financial first reported a position in XLG in Q1 2024 and has held it in 9 quarters since. The position peaked at $356K in Q2 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Pacific Sun Financial held 4,077 shares of Invesco S&P 500 Top 50 ETF worth $222K as of Q1 2026.
Pacific Sun Financial bought 40 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $2.3K.
Invesco S&P 500 Top 50 ETF made up 0.11% of Pacific Sun Financial's portfolio in Q1 2026, its #189 holding.
Pacific Sun Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 9 quarters since.
Pacific Sun Financial's Invesco S&P 500 Top 50 ETF position peaked at $356K in Q2 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.