RPGNY
XLG icon

Retirement Planning Group (New York)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Retirement Planning Group (New York)’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 		$535K Buy
9,799
+17
+0.2% +$976 0.34% 49
2025
Q4 		$580K Buy
9,782
+510
+6% +$30K 0.4% 47
2025
Q3 		$533K Buy
+9,272
New +$507K 0.4% 47

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

Retirement Planning Group (New York)'s XLG Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.17% in Q1 2026, buying an estimated $976 and bringing the position to 9,799 shares worth $535K. The position accounts for 0.34% of the portfolio, ranked #49.

Retirement Planning Group (New York) first reported a position in XLG in Q3 2025 and has held it in 3 quarters since. The position peaked at $580K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Retirement Planning Group (New York) held 9,799 shares of Invesco S&P 500 Top 50 ETF worth $535K as of Q1 2026.
  • Retirement Planning Group (New York) bought 17 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $976.
  • Invesco S&P 500 Top 50 ETF made up 0.34% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #49 holding.
  • Retirement Planning Group (New York) first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (New York)'s Invesco S&P 500 Top 50 ETF position peaked at $580K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.