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 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 $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

United Advisor Group's XLG Position: Q1 2026 in Review

United Advisor Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.9% in Q1 2026, buying an estimated $67.3K and bringing the position to 14,338 shares worth $782K. The position accounts for 0.1% of the portfolio, ranked #219.

United Advisor Group first reported a position in XLG in Q1 2024 and has held it in 9 quarters since. The position peaked at $878K in Q4 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

United Advisor Group held 14,338 shares of Invesco S&P 500 Top 50 ETF worth $782K as of Q1 2026.
United Advisor Group bought 1,172 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $67.3K.
Invesco S&P 500 Top 50 ETF made up 0.1% of United Advisor Group's portfolio in Q1 2026, its #219 holding.
United Advisor Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Invesco S&P 500 Top 50 ETF position peaked at $878K in Q4 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.