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 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

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

Sowell Financial Services's XLG Position: Q1 2026 in Review

Sowell Financial Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 38% in Q1 2026, selling an estimated $1.25M and leaving 36,101 shares worth $1.97M. The position accounts for 0.07% of the portfolio, ranked #292.

Sowell Financial Services first reported a position in XLG in Q2 2022 and has held it in 7 quarters since. The position peaked at $3.43M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Sowell Financial Services held 36,101 shares of Invesco S&P 500 Top 50 ETF worth $1.97M as of Q1 2026.
Sowell Financial Services sold 21,803 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.25M.
Invesco S&P 500 Top 50 ETF made up 0.07% of Sowell Financial Services's portfolio in Q1 2026, its #292 holding.
Sowell Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and has held it in 7 quarters since.
Sowell Financial Services's Invesco S&P 500 Top 50 ETF position peaked at $3.43M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.