VA
XLG icon

VestGen Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

VestGen Advisors’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 		$5.23M Buy
83,264
+56,467
+211% +$3.24M 0.14% 132
2025
Q4 		$1.59M Buy
26,797
+9,345
+54% +$549K 0.07% 269
2025
Q3 		$1M Buy
17,452
+6,396
+58% +$350K 0.03% 368
2025
Q2 		$576K Sell
11,056
-19
-0.2% -$904 0.02% 401
2025
Q1 		$510K Buy
+11,075
New +$547K 0.02% 384

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

VestGen Advisors's XLG Position: Q1 2026 in Review

VestGen Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 211% in Q1 2026, buying an estimated $3.24M and bringing the position to 83,264 shares worth $5.23M. The position accounts for 0.14% of the portfolio, ranked #132.

VestGen Advisors first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • VestGen Advisors held 83,264 shares of Invesco S&P 500 Top 50 ETF worth $5.23M as of Q1 2026.
  • VestGen Advisors bought 56,467 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $3.24M.
  • Invesco S&P 500 Top 50 ETF made up 0.14% of VestGen Advisors's portfolio in Q1 2026, its #132 holding.
  • VestGen Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.