Sowell Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sowell Financial Services’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 Q3	$2.27M	Buy	35,610 +104	+0.3%	+$6.47K	0.07%	276
2026 Q2	$2.17M	Sell	35,506 -595	-2%	-$36.3K	0.07%	296
2026 Q1	$1.97M	Sell	36,101 -21,803	-38%	-$1.25M	0.07%	292
2025 Q4	$3.43M	Buy	57,904 +619	+1%	+$36.4K	0.13%	165
2025 Q3	$3.3M	Sell	57,285 -1,296	-2%	-$70.9K	0.13%	172
2025 Q2	$3.05M	Buy	58,581 +5,026	+9%	+$239K	0.12%	174
2025 Q1	$2.46M	Buy	53,555 +8,009	+18%	+$395K	0.11%	189
2024 Q4	$2.28M	Buy	+45,546	New	+$2.24M	0.12%	192
2022 Q3	–	Sell	-357,690	Closed	-$936K	–	459
2022 Q2	$936K	Buy	+357,690	New	+$11.1M	0.09%	170

Other funds holding XLG

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.17B AUM 14.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sowell Financial Services's XLG Position: Q3 2026 in Review

Sowell Financial Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.29% in Q3 2026, buying an estimated $6.47K and bringing the position to 35,610 shares worth $2.27M. The position accounts for 0.07% of the portfolio, ranked #276.

Sowell Financial Services first reported a position in XLG in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.43M in Q4 2025. 524 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Sowell Financial Services held 35,610 shares of Invesco S&P 500 Top 50 ETF worth $2.27M as of Q3 2026.
Sowell Financial Services bought 104 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $6.47K.
Invesco S&P 500 Top 50 ETF made up 0.07% of Sowell Financial Services's portfolio in Q3 2026, its #276 holding.
Sowell Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and has held it in 9 quarters since.
Sowell Financial Services's Invesco S&P 500 Top 50 ETF position peaked at $3.43M in Q4 2025.
524 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.