Strategic Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Strategic Wealth Partners’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	$82K	Hold	1,504	–	–	0.01%	422
2025 Q4	$89.2K	Hold	1,504	–	–	0.01%	422
2025 Q3	$86.5K	Sell	1,504 -249	-14%	-$13.6K	0.01%	459
2025 Q2	$91.3K	Buy	+1,753	New	+$83.4K	0.01%	407
2019 Q4	–	Sell	-420	Closed	-$8.92K	–	519
2019 Q3	$8.92K	Hold	420	–	–	0.05%	149
2019 Q2	$9K	Hold	420	–	–	﹤0.01%	573
2019 Q1	$9K	Buy	+420	New	+$8.15K	﹤0.01%	580

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

Strategic Wealth Partners's XLG Position: Q1 2026 in Review

Strategic Wealth Partners held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 1,504 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #422.

Strategic Wealth Partners first reported a position in XLG in Q1 2019 and has held it in 7 quarters since. The position peaked at $91.3K in Q2 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Strategic Wealth Partners held 1,504 shares of Invesco S&P 500 Top 50 ETF worth $82K as of Q1 2026.
Strategic Wealth Partners left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #422 holding.
Strategic Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2019 and has held it in 7 quarters since.
Strategic Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $91.3K in Q2 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.