Principal Securities’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Principal Securities’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	$3.38M	Sell	61,967 -19,615	-24%	-$1.13M	0.05%	340
2025 Q4	$4.84M	Sell	81,582 -18,792	-19%	-$1.1M	0.07%	249
2025 Q3	$5.77M	Sell	100,374 -1,061	-1%	-$58K	0.1%	202
2025 Q2	$5.28M	Buy	101,435 +1,388	+1%	+$66K	0.1%	196
2025 Q1	$5M	Buy	100,047 +850	+0.9%	+$41.9K	0.11%	177
2024 Q4	$4.96M	Buy	99,197 +418	+0.4%	+$20.6K	0.11%	177
2024 Q3	$4.69M	Buy	98,779 +27,784	+39%	+$1.28M	0.11%	175
2024 Q2	$3.25M	Buy	70,995 +4,413	+7%	+$189K	0.09%	213
2024 Q1	$2.81M	Buy	66,582 +10,253	+18%	+$412K	0.09%	214
2023 Q4	$2.12M	Buy	+56,329	New	+$2.01M	0.08%	239

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

Principal Securities's XLG Position: Q1 2026 in Review

Principal Securities reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 24% in Q1 2026, selling an estimated $1.13M and leaving 61,967 shares worth $3.38M. The position accounts for 0.05% of the portfolio, ranked #340.

Principal Securities first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.77M in Q3 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Principal Securities held 61,967 shares of Invesco S&P 500 Top 50 ETF worth $3.38M as of Q1 2026.
Principal Securities sold 19,615 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.13M.
Invesco S&P 500 Top 50 ETF made up 0.05% of Principal Securities's portfolio in Q1 2026, its #340 holding.
Principal Securities first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Invesco S&P 500 Top 50 ETF position peaked at $5.77M in Q3 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.