Perennial Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Perennial Investment Advisors’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	$205K	Hold	3,757	–	–	0.02%	477
2025 Q4	$223K	Sell	3,757 -255	-6%	-$15K	0.02%	442
2025 Q3	$231K	Buy	+4,012	New	+$219K	0.02%	426
2025 Q2	–	Sell	-18,381	Closed	-$846K	–	503
2025 Q1	$846K	Sell	18,381 -26,555	-59%	-$1.31M	0.1%	178
2024 Q4	$2.25M	Buy	44,936 +21,440	+91%	+$1.06M	0.26%	73
2024 Q3	$1.12M	Buy	+23,496	New	+$1.08M	0.14%	120

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

Perennial Investment Advisors's XLG Position: Q1 2026 in Review

Perennial Investment Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 3,757 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #477.

Perennial Investment Advisors first reported a position in XLG in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2024. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Perennial Investment Advisors held 3,757 shares of Invesco S&P 500 Top 50 ETF worth $205K as of Q1 2026.
Perennial Investment Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #477 holding.
Perennial Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 6 quarters since.
Perennial Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $2.25M in Q4 2024.
560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.