RFN
XLG icon

Redwood Financial Network’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Redwood Financial Network’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 		– Sell
-3,630
Closed -$215K – 190
2025
Q4 		$215K Hold
3,630
– – 0.14% 166
2025
Q3 		$209K Sell
3,630
-490
-12% -$26.8K 0.13% 167
2025
Q2 		$215K Buy
+4,120
New +$196K 0.15% 161
2025
Q1 		– Sell
-4,120
Closed -$206K – 169
2024
Q4 		$206K Buy
+4,120
New +$203K 0.15% 149

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

Redwood Financial Network's XLG Position: Q1 2026 in Review

Redwood Financial Network sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 3,630 shares — an estimated $215K sold.

Redwood Financial Network first reported a position in XLG in Q4 2024 and held it in 4 quarters. The position peaked at $215K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Redwood Financial Network reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Redwood Financial Network sold 3,630 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $215K.
  • Redwood Financial Network first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 4 quarters.
  • Redwood Financial Network's Invesco S&P 500 Top 50 ETF position peaked at $215K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.