Vertex Planning Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Vertex Planning 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	$871K	Sell	15,974 -155,517	-91%	-$8.93M	0.17%	59
2025 Q4	$10.2M	Buy	171,491 +1,877	+1%	+$110K	2.36%	12
2025 Q3	$9.76M	Buy	169,614 +85,572	+102%	+$4.68M	1.87%	13
2025 Q2	$4.38M	Buy	84,042 +29,683	+55%	+$1.41M	0.91%	26
2025 Q1	$2.5M	Buy	+54,359	New	+$2.68M	0.55%	37
2024 Q1	–	Sell	-28,960	Closed	-$1.09M	–	166
2023 Q4	$1.09M	Buy	+28,960	New	+$1.03M	0.32%	37

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

Vertex Planning Partners's XLG Position: Q1 2026 in Review

Vertex Planning Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 91% in Q1 2026, selling an estimated $8.93M and leaving 15,974 shares worth $871K. The position accounts for 0.17% of the portfolio, ranked #59.

Vertex Planning Partners first reported a position in XLG in Q4 2023 and has held it in 6 quarters since. The position peaked at $10.2M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Vertex Planning Partners held 15,974 shares of Invesco S&P 500 Top 50 ETF worth $871K as of Q1 2026.
Vertex Planning Partners sold 155,517 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $8.93M.
Invesco S&P 500 Top 50 ETF made up 0.17% of Vertex Planning Partners's portfolio in Q1 2026, its #59 holding.
Vertex Planning Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 6 quarters since.
Vertex Planning Partners's Invesco S&P 500 Top 50 ETF position peaked at $10.2M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.