Snowden Capital Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Snowden Capital Advisors’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	$7.02M	Sell	128,701 -48,593	-27%	-$2.79M	0.19%	112
2025 Q4	$10.5M	Buy	177,294 +52,599	+42%	+$3.09M	0.27%	69
2025 Q3	$7.17M	Buy	124,695 +55,759	+81%	+$3.05M	0.2%	99
2025 Q2	$3.59M	Buy	68,936 +7,205	+12%	+$343K	0.11%	196
2025 Q1	$2.84M	Sell	61,731 -33,186	-35%	-$1.64M	0.09%	234
2024 Q4	$4.74M	Buy	94,917 +53,608	+130%	+$2.64M	0.15%	150
2024 Q3	$1.96M	Buy	41,309 +29,755	+258%	+$1.37M	0.06%	324
2024 Q2	$529K	Buy	+11,554	New	+$496K	0.02%	726
2022 Q1	–	Sell	-120	Closed	-$4K	–	2077
2021 Q4	$4K	Buy	+120	New	+$4.28K	﹤0.01%	1770

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Snowden Capital Advisors's XLG Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 27% in Q1 2026, selling an estimated $2.79M and leaving 128,701 shares worth $7.02M. The position accounts for 0.19% of the portfolio, ranked #112.

Snowden Capital Advisors first reported a position in XLG in Q4 2021 and has held it in 9 quarters since. The position peaked at $10.5M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Snowden Capital Advisors held 128,701 shares of Invesco S&P 500 Top 50 ETF worth $7.02M as of Q1 2026.
Snowden Capital Advisors sold 48,593 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $2.79M.
Invesco S&P 500 Top 50 ETF made up 0.19% of Snowden Capital Advisors's portfolio in Q1 2026, its #112 holding.
Snowden Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 9 quarters since.
Snowden Capital Advisors's Invesco S&P 500 Top 50 ETF position peaked at $10.5M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.