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WealthGarden F.S.’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WealthGarden F.S.’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 		– Sell
-8,945
Closed -$528K – 171
2025
Q4 		$528K Buy
8,945
+626
+8% +$36.8K 0.35% 85
2025
Q3 		$484K Buy
8,319
+4,041
+94% +$221K 0.35% 88
2025
Q2 		$231K Buy
+4,278
New +$203K 0.19% 124

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $2.03B AUM 27.56% 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

WealthGarden F.S.'s XLG Position: Q1 2026 in Review

WealthGarden F.S. sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 8,945 shares — an estimated $528K sold.

WealthGarden F.S. first reported a position in XLG in Q2 2025 and held it in 3 quarters. The position peaked at $528K in Q4 2025. 562 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • WealthGarden F.S. reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
  • WealthGarden F.S. sold 8,945 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $528K.
  • WealthGarden F.S. first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and held it in 3 quarters.
  • WealthGarden F.S.'s Invesco S&P 500 Top 50 ETF position peaked at $528K in Q4 2025.
  • 562 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on WealthGarden F.S.'s 13F filing for Q1 2026, filed 4 May 2026.