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

Sigma Planning Corp’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 		$2.92M Sell
53,455
-5,173
-9% -$297K 0.08% 263
2025
Q4 		$3.48M Sell
58,628
-2,691
-4% -$158K 0.1% 221
2025
Q3 		$3.53M Sell
61,319
-13,417
-18% -$734K 0.1% 215
2025
Q2 		$3.89M Sell
74,736
-4,895
-6% -$233K 0.12% 180
2025
Q1 		$3.66M Sell
79,631
-5,936
-7% -$293K 0.12% 183
2024
Q4 		$4.27M Sell
85,567
-44,220
-34% -$2.18M 0.13% 157
2024
Q3 		$6.17M Sell
129,787
-26,006
-17% -$1.2M 0.19% 101
2024
Q2 		$7.13M Buy
155,793
+14,287
+10% +$613K 0.23% 80
2024
Q1 		$5.96M Buy
141,506
+51,586
+57% +$2.07M 0.19% 106
2023
Q4 		$3.39M Buy
89,920
+56,830
+172% +$2.03M 0.27% 76
2023
Q3 		$1.12M Buy
33,090
+1,680
+5% +$59.1K 0.04% 421
2023
Q2 		$1.1M Buy
31,410
+5,300
+20% +$173K 0.04% 420
2023
Q1 		$811K Sell
26,110
-10,340
-28% -$303K 0.03% 592
2022
Q4 		$1.01M Sell
36,450
-12,930
-26% -$365K 0.04% 479
2022
Q3 		$1.33M Sell
49,380
-3,170
-6% -$95.6K 0.05% 358
2022
Q2 		$1.51M Sell
52,550
-6,040
-10% -$188K 0.05% 335
2022
Q1 		$2.06M Sell
58,590
-73,110
-56% -$2.51M 0.06% 300
2021
Q4 		$4.86M Buy
131,700
+68,040
+107% +$2.43M 0.14% 162
2021
Q3 		$2.1M Buy
63,660
+8,850
+16% +$300K 0.06% 317
2021
Q2 		$1.78M Buy
54,810
+9,250
+20% +$290K 0.05% 362
2021
Q1 		$1.35M Sell
45,560
-870
-2% -$25.3K 0.04% 409
2020
Q4 		$1.32M Buy
46,430
+1,840
+4% +$50.1K 0.05% 375
2020
Q3 		$1.17M Buy
44,590
+10,330
+30% +$267K 0.05% 364
2020
Q2 		$815K Buy
+34,260
New +$766K 0.04% 444

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

Sigma Planning Corp's XLG Position: Q1 2026 in Review

Sigma Planning Corp reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.8% in Q1 2026, selling an estimated $297K and leaving 53,455 shares worth $2.92M. The position accounts for 0.08% of the portfolio, ranked #263.

Sigma Planning Corp first reported a position in XLG in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.13M in Q2 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Sigma Planning Corp held 53,455 shares of Invesco S&P 500 Top 50 ETF worth $2.92M as of Q1 2026.
  • Sigma Planning Corp sold 5,173 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $297K.
  • Invesco S&P 500 Top 50 ETF made up 0.08% of Sigma Planning Corp's portfolio in Q1 2026, its #263 holding.
  • Sigma Planning Corp first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 24 quarters since.
  • Sigma Planning Corp's Invesco S&P 500 Top 50 ETF position peaked at $7.13M in Q2 2024.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.