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

Triad 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 		$445K Buy
8,155
+2,423
+42% +$139K 0.04% 298
2025
Q4 		$340K Buy
5,732
+720
+14% +$42.3K 0.03% 353
2025
Q3 		$288K Sell
5,012
-1,055
-17% -$57.7K 0.04% 300
2025
Q2 		$316K Sell
6,067
-44
-0.7% -$2.09K 0.06% 209
2025
Q1 		$281K Buy
6,111
+739
+14% +$36.5K 0.09% 173
2024
Q4 		$268K Buy
+5,372
New +$264K 0.1% 150

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

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

Triad Wealth Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 42% in Q1 2026, buying an estimated $139K and bringing the position to 8,155 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #298.

Triad Wealth Partners first reported a position in XLG in Q4 2024 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • Triad Wealth Partners held 8,155 shares of Invesco S&P 500 Top 50 ETF worth $445K as of Q1 2026.
  • Triad Wealth Partners bought 2,423 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $139K.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #298 holding.
  • Triad Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 6 quarters since.
  • 560 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.