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

Waverly 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	$521K	Sell	9,555 -46,475	-83%	-$2.67M	﹤0.01%	1062
2025 Q4	$3.32M	Buy	56,030 +45,712	+443%	+$2.69M	0.03%	470
2025 Q3	$593K	Buy	10,318 +1,589	+18%	+$86.9K	0.01%	793
2025 Q2	$455K	Buy	8,729 +3,562	+69%	+$169K	0.01%	829
2025 Q1	$238K	Buy	5,167 +1,123	+28%	+$55.4K	﹤0.01%	1006
2024 Q4	$202K	Sell	4,044 -241	-6%	-$11.9K	﹤0.01%	932
2024 Q3	$204K	Buy	+4,285	New	+$197K	﹤0.01%	774
2024 Q2	–	Sell	-201,236	Closed	-$8.48M	–	826
2024 Q1	$8.48M	Buy	+201,236	New	+$8.09M	0.2%	100

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

Waverly Advisors's XLG Position: Q1 2026 in Review

Waverly Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 83% in Q1 2026, selling an estimated $2.67M and leaving 9,555 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Waverly Advisors first reported a position in XLG in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.48M in Q1 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Waverly Advisors held 9,555 shares of Invesco S&P 500 Top 50 ETF worth $521K as of Q1 2026.
Waverly Advisors sold 46,475 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $2.67M.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1062 holding.
Waverly Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 8 quarters since.
Waverly Advisors's Invesco S&P 500 Top 50 ETF position peaked at $8.48M in Q1 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.