Tradition Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Tradition Wealth Management’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	$204K	Sell	3,747 -102,994	-96%	-$5.92M	0.01%	474
2025 Q4	$6.33M	Buy	106,741 +2,900	+3%	+$170K	0.45%	57
2025 Q3	$5.97M	Buy	103,841 +49,545	+91%	+$2.71M	0.44%	61
2025 Q2	$2.83M	Buy	54,296 +16,492	+44%	+$784K	0.23%	90
2025 Q1	$1.74M	Buy	+37,804	New	+$1.87M	0.15%	126
2022 Q3	–	Sell	-400	Closed	-$11K	–	1220
2022 Q2	$11K	Hold	400	–	–	﹤0.01%	810
2022 Q1	$14K	Hold	400	–	–	﹤0.01%	817
2021 Q4	$15K	Buy	400 +10	+3%	+$356	﹤0.01%	809
2021 Q3	$13K	Hold	390	–	–	﹤0.01%	850
2021 Q2	$13K	Hold	390	–	–	﹤0.01%	880
2021 Q1	$12K	Hold	390	–	–	﹤0.01%	752
2020 Q4	$11K	Buy	+390	New	+$10.6K	﹤0.01%	719

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

Tradition Wealth Management's XLG Position: Q1 2026 in Review

Tradition Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 96% in Q1 2026, selling an estimated $5.92M and leaving 3,747 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #474.

Tradition Wealth Management first reported a position in XLG in Q4 2020 and has held it in 12 quarters since. The position peaked at $6.33M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Tradition Wealth Management held 3,747 shares of Invesco S&P 500 Top 50 ETF worth $204K as of Q1 2026.
Tradition Wealth Management sold 102,994 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $5.92M.
Invesco S&P 500 Top 50 ETF made up 0.01% of Tradition Wealth Management's portfolio in Q1 2026, its #474 holding.
Tradition Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and has held it in 12 quarters since.
Tradition Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $6.33M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.