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

Perigon 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 		$1.29M Buy
23,561
+687
+3% +$39.5K 0.02% 460
2025
Q4 		$1.36M Buy
22,874
+20
+0.1% +$1.18K 0.02% 461
2025
Q3 		$1.31M Sell
22,854
-699
-3% -$38.2K 0.03% 440
2025
Q2 		$1.23M Sell
23,553
-15,417
-40% -$733K 0.03% 421
2025
Q1 		$1.79M Buy
38,970
+12,647
+48% +$624K 0.05% 327
2024
Q4 		$1.31M Buy
26,323
+16,496
+168% +$812K 0.03% 377
2024
Q3 		$467K Buy
9,827
+750
+8% +$34.5K 0.01% 640
2024
Q2 		$415K Sell
9,077
-23,693
-72% -$1.02M 0.01% 589
2024
Q1 		$1.38M Buy
32,770
+12
+0% +$483 0.04% 301
2023
Q4 		$1.24M Buy
32,758
+24,353
+290% +$869K 0.04% 297
2023
Q3 		$285K Sell
8,405
-765
-8% -$26.9K 0.01% 603
2023
Q2 		$321K Buy
+9,170
New +$299K 0.01% 585
2022
Q2 		– Sell
-6,080
Closed -$214K – 631
2022
Q1 		$214K Hold
6,080
– – 0.02% 566
2021
Q4 		$224K Hold
6,080
– – 0.02% 530
2021
Q3 		$201K Buy
+6,080
New +$206K 0.02% 513
2021
Q1 		– Sell
-6,080
Closed -$173K – 1052
2020
Q4 		$173K Buy
+6,080
New +$166K 0.02% 424
2018
Q2 		– Sell
-6,080
Closed -$114K – 601
2018
Q1 		$114K Sell
6,080
-140
-2% -$2.73K 0.04% 220
2017
Q4 		$118K Sell
6,220
-60
-1% -$1.11K 0.04% 183
2017
Q3 		$112K Buy
6,280
+70
+1% +$1.23K 0.04% 250
2017
Q2 		$106K Buy
6,210
+130
+2% +$2.21K 0.02% 297
2017
Q1 		$102K Hold
6,080
– – 0.02% 300
2016
Q4 		$103K Hold
6,080
– – 0.02% 287
2016
Q3 		$93K Buy
+6,080
New +$92.9K 0.02% 247

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Perigon Wealth Management's XLG Position: Q1 2026 in Review

Perigon Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3% in Q1 2026, buying an estimated $39.5K and bringing the position to 23,561 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #460.

Perigon Wealth Management first reported a position in XLG in Q3 2016 and has held it in 23 quarters since. The position peaked at $1.79M in Q1 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Perigon Wealth Management held 23,561 shares of Invesco S&P 500 Top 50 ETF worth $1.29M as of Q1 2026.
  • Perigon Wealth Management bought 687 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $39.5K.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #460 holding.
  • Perigon Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2016 and has held it in 23 quarters since.
  • Perigon Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.79M in Q1 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.