SHJ
XLG icon

Sharkey, Howes & Javer’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sharkey, Howes & Javer’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
-11,431
Closed -$678K – 168
2025
Q4 		$678K Buy
11,431
+4,727
+71% +$278K 0.09% 103
2025
Q3 		$386K Buy
+6,704
New +$367K 0.05% 126

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sharkey, Howes & Javer's XLG Position: Q1 2026 in Review

Sharkey, Howes & Javer sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 11,431 shares — an estimated $678K sold.

Sharkey, Howes & Javer first reported a position in XLG in Q3 2025 and held it in 2 quarters. The position peaked at $678K in Q4 2025. 565 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Sharkey, Howes & Javer reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 11,431 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $678K.
  • Sharkey, Howes & Javer first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Invesco S&P 500 Top 50 ETF position peaked at $678K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2026, filed 8 Apr 2026.