Precedent Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Precedent Wealth Partners’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 Q3	$10.6M	Sell	166,637 -6,721	-4%	-$418K	1.63%	13
2026 Q2	$10.6M	Sell	173,358 -1,744	-1%	-$106K	1.77%	12
2026 Q1	$9.6M	Sell	175,102 -25,983	-13%	-$1.49M	1.91%	12
2025 Q4	$11.9M	Sell	201,085 -8,847	-4%	-$520K	2.5%	6
2025 Q3	$12.1M	Buy	209,932 +2,131	+1%	+$117K	2.66%	5
2025 Q2	$10.8M	Sell	207,801 -14,023	-6%	-$667K	2.65%	6
2025 Q1	$10.2M	Buy	221,824 +53,661	+32%	+$2.65M	2.83%	6
2024 Q4	$8.4M	Buy	168,163 +2,457	+1%	+$121K	2.74%	8
2024 Q3	$7.88M	Buy	165,706 +31,691	+24%	+$1.46M	2.6%	8
2024 Q2	$6.13M	Buy	134,015 +14,611	+12%	+$627K	2.47%	8
2024 Q1	$5.03M	Buy	119,404 +43,134	+57%	+$1.74M	2.16%	11
2023 Q4	$2.88M	Buy	+76,270	New	+$2.72M	1.46%	11

Other funds holding XLG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Precedent Wealth Partners's XLG Position: Q3 2026 in Review

Precedent Wealth Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.9% in Q3 2026, selling an estimated $418K and leaving 166,637 shares worth $10.6M. The position accounts for 1.63% of the portfolio, ranked #13.

Precedent Wealth Partners first reported a position in XLG in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.1M in Q3 2025. 358 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Precedent Wealth Partners held 166,637 shares of Invesco S&P 500 Top 50 ETF worth $10.6M as of Q3 2026.
Precedent Wealth Partners sold 6,721 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $418K.
Invesco S&P 500 Top 50 ETF made up 1.63% of Precedent Wealth Partners's portfolio in Q3 2026, its #13 holding.
Precedent Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 12 quarters since.
Precedent Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $12.1M in Q3 2025.
358 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.