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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.13M Sell
20,581
-43
-0.2% -$2.47K 0.08% 161
2025
Q4
$1.22M Sell
20,624
-15
-0.1% -$882 0.09% 146
2025
Q3
$1.19M Buy
20,639
+10
+0% +$547 0.09% 149
2025
Q2
$1.07M Buy
20,629
+3,982
+24% +$189K 0.09% 151
2025
Q1
$766K Buy
+16,647
New +$822K 0.07% 174

Other funds holding XLG

WBH Advisory's XLG Position: Q1 2026 in Review

WBH Advisory reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.21% in Q1 2026, selling an estimated $2.47K and leaving 20,581 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #161.

WBH Advisory first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • WBH Advisory held 20,581 shares of Invesco S&P 500 Top 50 ETF worth $1.13M as of Q1 2026.
  • WBH Advisory sold 43 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $2.47K.
  • Invesco S&P 500 Top 50 ETF made up 0.08% of WBH Advisory's portfolio in Q1 2026, its #161 holding.
  • WBH Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
  • WBH Advisory's Invesco S&P 500 Top 50 ETF position peaked at $1.22M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.