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

ViaWealth’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	$216K	Buy	3,959 +9	+0.2%	+$517	0.12%	153
2025 Q4	$234K	Hold	3,950	–	–	0.13%	139
2025 Q3	$227K	Hold	3,950	–	–	0.12%	148
2025 Q2	$206K	Sell	3,950 -880	-18%	-$41.9K	0.12%	145
2025 Q1	$222K	Sell	4,830 -105	-2%	-$5.18K	0.14%	144
2024 Q4	$247K	Sell	4,935 -641	-11%	-$31.6K	0.15%	139
2024 Q3	$265K	Sell	5,576 -3,072	-36%	-$141K	0.15%	138
2024 Q2	$396K	Sell	8,648 -1,966	-19%	-$84.4K	0.25%	114
2024 Q1	$447K	Sell	10,614 -2,185	-17%	-$87.9K	0.28%	109
2023 Q4	$483K	Sell	12,799 -1,299	-9%	-$46.4K	0.33%	100
2023 Q3	$479K	Sell	14,098 -1,012	-7%	-$35.6K	0.35%	94
2023 Q2	$528K	Buy	15,110 +10	+0.1%	+$326	0.39%	87
2023 Q1	$469K	Buy	15,100 +30	+0.2%	+$880	0.37%	95
2022 Q4	$419K	Buy	+15,070	New	+$425K	0.34%	103

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

ViaWealth's XLG Position: Q1 2026 in Review

ViaWealth increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.23% in Q1 2026, buying an estimated $517 and bringing the position to 3,959 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #153.

ViaWealth first reported a position in XLG in Q4 2022 and has held it in 14 quarters since. The position peaked at $528K in Q2 2023. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

ViaWealth held 3,959 shares of Invesco S&P 500 Top 50 ETF worth $216K as of Q1 2026.
ViaWealth bought 9 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $517.
Invesco S&P 500 Top 50 ETF made up 0.12% of ViaWealth's portfolio in Q1 2026, its #153 holding.
ViaWealth first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Invesco S&P 500 Top 50 ETF position peaked at $528K in Q2 2023.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.