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

Rollins Financial 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	$527K	Buy	9,657 +410	+4%	+$23.5K	0.08%	99
2025 Q4	$548K	Buy	9,247 +2,125	+30%	+$125K	0.08%	92
2025 Q3	$410K	Buy	7,122 +635	+10%	+$34.7K	0.06%	101
2025 Q2	$338K	Sell	6,487 -2,985	-32%	-$142K	0.05%	101
2025 Q1	$436K	Buy	9,472 +2,442	+35%	+$121K	0.08%	86
2024 Q4	$351K	Buy	+7,030	New	+$346K	0.05%	97

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

Rollins Financial Advisors's XLG Position: Q1 2026 in Review

Rollins Financial Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.4% in Q1 2026, buying an estimated $23.5K and bringing the position to 9,657 shares worth $527K. The position accounts for 0.08% of the portfolio, ranked #99.

Rollins Financial Advisors first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $548K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Rollins Financial Advisors held 9,657 shares of Invesco S&P 500 Top 50 ETF worth $527K as of Q1 2026.
Rollins Financial Advisors bought 410 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $23.5K.
Invesco S&P 500 Top 50 ETF made up 0.08% of Rollins Financial Advisors's portfolio in Q1 2026, its #99 holding.
Rollins Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
Rollins Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $548K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.