Sutton Place Investors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sutton Place Investors’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	$208K	Sell	3,818 -33,110	-90%	-$1.9M	0.11%	132
2025 Q4	$2.19M	Sell	36,928 -555	-1%	-$32.6K	1.2%	22
2025 Q3	$2.16M	Buy	37,483 +17,897	+91%	+$979K	1.23%	23
2025 Q2	$1.02M	Buy	19,586 +6,947	+55%	+$330K	0.61%	45
2025 Q1	$582K	Buy	+12,639	New	+$624K	0.39%	58

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

Sutton Place Investors's XLG Position: Q1 2026 in Review

Sutton Place Investors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 90% in Q1 2026, selling an estimated $1.9M and leaving 3,818 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #132.

Sutton Place Investors first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.19M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Sutton Place Investors held 3,818 shares of Invesco S&P 500 Top 50 ETF worth $208K as of Q1 2026.
Sutton Place Investors sold 33,110 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $1.9M.
Invesco S&P 500 Top 50 ETF made up 0.11% of Sutton Place Investors's portfolio in Q1 2026, its #132 holding.
Sutton Place Investors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
Sutton Place Investors's Invesco S&P 500 Top 50 ETF position peaked at $2.19M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.