United Advisor Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

United Advisor Group’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 Q3	$1.11M	Buy	17,498 +2,096	+14%	+$130K	0.11%	207
2026 Q2	$943K	Buy	15,402 +1,064	+7%	+$65K	0.1%	222
2026 Q1	$782K	Buy	14,338 +1,172	+9%	+$67.3K	0.1%	219
2025 Q4	$780K	Sell	13,166 -201	-2%	-$11.8K	0.1%	216
2025 Q3	$769K	Sell	13,367 -161	-1%	-$8.8K	0.1%	203
2025 Q2	$705K	Buy	13,528 +123	+0.9%	+$5.85K	0.12%	175
2025 Q1	$617K	Sell	13,405 -4,169	-24%	-$206K	0.13%	160
2024 Q4	$878K	Buy	17,574 +8,827	+101%	+$435K	0.17%	134
2024 Q3	$416K	Buy	8,747 +1,378	+19%	+$63.3K	0.09%	217
2024 Q2	$337K	Buy	7,369 +1,682	+30%	+$72.2K	0.1%	186
2024 Q1	$240K	Buy	+5,687	New	+$229K	0.09%	188

Other funds holding XLG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

United Advisor Group's XLG Position: Q3 2026 in Review

United Advisor Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 14% in Q3 2026, buying an estimated $130K and bringing the position to 17,498 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #207.

United Advisor Group first reported a position in XLG in Q1 2024 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

United Advisor Group held 17,498 shares of Invesco S&P 500 Top 50 ETF worth $1.11M as of Q3 2026.
United Advisor Group bought 2,096 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $130K.
Invesco S&P 500 Top 50 ETF made up 0.11% of United Advisor Group's portfolio in Q3 2026, its #207 holding.
United Advisor Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 11 quarters since.
356 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.