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

Rossby Financial’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 		$33.1K Buy
+602
New +$34.6K 0.01% 862

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

Rossby Financial's XLG Position: Q1 2026 in Review

Rossby Financial opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026: 602 shares worth $33.1K. The stake represents 0.01% of the portfolio and ranks #862 among its holdings.

559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Rossby Financial held 602 shares of Invesco S&P 500 Top 50 ETF worth $33.1K as of Q1 2026.
  • Invesco S&P 500 Top 50 ETF was a new Rossby Financial position in Q1 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #862 holding.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.