RiverTree Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

RiverTree Advisors’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	-21,809	Closed	-$1.29M	–	66
2025 Q4	$1.29M	Buy	+21,809	New	+$1.28M	0.82%	34
2025 Q2	–	Sell	-20,754	Closed	-$955K	–	64
2025 Q1	$955K	Sell	20,754 -63,051	-75%	-$3.11M	0.64%	41
2024 Q4	$4.19M	Buy	83,805 +76,513	+1,049%	+$3.77M	2.75%	14
2024 Q3	$347K	Buy	+7,292	New	+$335K	0.24%	30

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

RiverTree Advisors's XLG Position: Q1 2026 in Review

RiverTree Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 21,809 shares — an estimated $1.29M sold.

RiverTree Advisors first reported a position in XLG in Q3 2024 and held it in 4 quarters. The position peaked at $4.19M in Q4 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

RiverTree Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
RiverTree Advisors sold 21,809 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.29M.
RiverTree Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 4 quarters.
RiverTree Advisors's Invesco S&P 500 Top 50 ETF position peaked at $4.19M in Q4 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.