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Sequent Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sequent Planning’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 		$1.21M Sell
22,199
-620
-3% -$35.6K 0.29% 80
2025
Q4 		$1.35M Buy
22,819
+2,088
+10% +$123K 0.34% 67
2025
Q3 		$1.19M Buy
20,731
+1,598
+8% +$87.4K 0.34% 64
2025
Q2 		$997K Buy
19,133
+2,295
+14% +$109K 0.32% 50
2025
Q1 		$775K Buy
16,838
+337
+2% +$16.6K 0.28% 62
2024
Q4 		$824K Buy
16,501
+44
+0.3% +$2.17K 0.3% 59
2024
Q3 		$782K Buy
+16,457
New +$756K 0.27% 67

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

Sequent Planning's XLG Position: Q1 2026 in Review

Sequent Planning reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.7% in Q1 2026, selling an estimated $35.6K and leaving 22,199 shares worth $1.21M. The position accounts for 0.29% of the portfolio, ranked #80.

Sequent Planning first reported a position in XLG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Sequent Planning held 22,199 shares of Invesco S&P 500 Top 50 ETF worth $1.21M as of Q1 2026.
  • Sequent Planning sold 620 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $35.6K.
  • Invesco S&P 500 Top 50 ETF made up 0.29% of Sequent Planning's portfolio in Q1 2026, its #80 holding.
  • Sequent Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 7 quarters since.
  • Sequent Planning's Invesco S&P 500 Top 50 ETF position peaked at $1.35M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.