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Sunbelt Securities’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sunbelt Securities’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 		$19.1K Hold
350
– – ﹤0.01% 1311
2025
Q4 		$20.7K Hold
350
– – ﹤0.01% 1244
2025
Q3 		$20.1K Buy
+350
New +$19.1K ﹤0.01% 1260
2025
Q2 		– Sell
-210
Closed -$9.66K – 1901
2025
Q1 		$9.66K Buy
+210
New +$10.4K ﹤0.01% 1279

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

Sunbelt Securities's XLG Position: Q1 2026 in Review

Sunbelt Securities held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 350 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Sunbelt Securities first reported a position in XLG in Q1 2025 and has held it in 4 quarters since. The position peaked at $20.7K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Sunbelt Securities held 350 shares of Invesco S&P 500 Top 50 ETF worth $19.1K as of Q1 2026.
  • Sunbelt Securities 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 Sunbelt Securities's portfolio in Q1 2026, its #1311 holding.
  • Sunbelt Securities first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 4 quarters since.
  • Sunbelt Securities's Invesco S&P 500 Top 50 ETF position peaked at $20.7K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.