Retireful LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Retireful LLC’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	$744K	Sell	13,427 -223	-2%	-$12.8K	1.05%	39
2025 Q4	$814K	Buy	+13,650	New	+$802K	1.02%	34
2025 Q3	–	Sell	-8,079	Closed	-$421K	–	187
2025 Q2	$421K	Sell	8,079 -1,441	-15%	-$68.5K	0.29%	99
2025 Q1	$436K	Sell	9,520 -6,749	-41%	-$333K	0.41%	65
2024 Q4	$813K	Sell	16,269 -33,125	-67%	-$1.63M	0.46%	69
2024 Q3	$2.35M	Sell	49,394 -15,894	-24%	-$730K	1.74%	17
2024 Q2	$2.99M	Buy	+65,288	New	+$2.8M	1.4%	20
2024 Q1	–	Sell	-9,749	Closed	-$368K	–	142
2023 Q4	$368K	Sell	9,749 -3,129	-24%	-$112K	0.16%	86
2023 Q3	$437K	Sell	12,878 -51,902	-80%	-$1.82M	0.21%	71
2023 Q2	$2.27M	Buy	+64,780	New	+$2.11M	0.86%	30
2022 Q2	–	Sell	-8,290	Closed	-$263K	–	19
2022 Q1	$263K	Buy	+8,290	New	+$285K	6.32%	9

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

Retireful LLC's XLG Position: Q1 2026 in Review

Retireful LLC reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.6% in Q1 2026, selling an estimated $12.8K and leaving 13,427 shares worth $744K. The position accounts for 1.05% of the portfolio, ranked #39.

Retireful LLC first reported a position in XLG in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.99M in Q2 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Retireful LLC held 13,427 shares of Invesco S&P 500 Top 50 ETF worth $744K as of Q1 2026.
Retireful LLC sold 223 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $12.8K.
Invesco S&P 500 Top 50 ETF made up 1.05% of Retireful LLC's portfolio in Q1 2026, its #39 holding.
Retireful LLC first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2022 and has held it in 11 quarters since.
Retireful LLC's Invesco S&P 500 Top 50 ETF position peaked at $2.99M in Q2 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.