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Summit Trail Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Summit Trail 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 		– Sell
-4,530
Closed -$269K – 1492
2025
Q4 		$269K Sell
4,530
-30
-0.7% -$1.76K ﹤0.01% 1226
2025
Q3 		$262K Buy
+4,560
New +$249K ﹤0.01% 1234

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

Summit Trail Advisors's XLG Position: Q1 2026 in Review

Summit Trail Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 4,530 shares — an estimated $269K sold.

Summit Trail Advisors first reported a position in XLG in Q3 2025 and held it in 2 quarters. The position peaked at $269K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Summit Trail Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 4,530 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $269K.
  • Summit Trail Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and held it in 2 quarters.
  • Summit Trail Advisors's Invesco S&P 500 Top 50 ETF position peaked at $269K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.