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Smartleaf Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Smartleaf Asset Management’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 		$66.3K Sell
1,255
-19,275
-94% -$1.11M ﹤0.01% 1316
2025
Q4 		$1.22M Buy
20,530
+1,448
+8% +$85.1K 0.05% 341
2025
Q3 		$1.09M Buy
19,082
+9,732
+104% +$532K 0.07% 303
2025
Q2 		$485K Buy
+9,350
New +$445K 0.04% 379

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

Smartleaf Asset Management's XLG Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 94% in Q1 2026, selling an estimated $1.11M and leaving 1,255 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Smartleaf Asset Management first reported a position in XLG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Smartleaf Asset Management held 1,255 shares of Invesco S&P 500 Top 50 ETF worth $66.3K as of Q1 2026.
  • Smartleaf Asset Management sold 19,275 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.11M.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1316 holding.
  • Smartleaf Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's Invesco S&P 500 Top 50 ETF position peaked at $1.22M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.