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

WealthShield Partners’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	$2.62K	Buy	+48	New	+$2.76K	﹤0.01%	579
2025 Q4	–	Sell	-158	Closed	-$9.09K	–	598
2025 Q3	$9.09K	Hold	158	–	–	﹤0.01%	507
2025 Q2	$8.23K	Hold	158	–	–	﹤0.01%	500
2025 Q1	$7.27K	Hold	158	–	–	﹤0.01%	488
2024 Q4	$7.89K	Buy	+158	New	+$7.78K	﹤0.01%	452
2024 Q3	–	Sell	-26,102	Closed	-$1.19M	–	508
2024 Q2	$1.19M	Sell	26,102 -6,018	-19%	-$258K	0.18%	130
2024 Q1	$1.35M	Buy	+32,120	New	+$1.29M	0.22%	122

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

WealthShield Partners's XLG Position: Q1 2026 in Review

WealthShield Partners opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026: 48 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: WealthShield Partners previously reported a position in XLG as recently as Q3 2025.

WealthShield Partners first reported a position in XLG in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

WealthShield Partners held 48 shares of Invesco S&P 500 Top 50 ETF worth $2.62K as of Q1 2026.
Invesco S&P 500 Top 50 ETF was a new WealthShield Partners position in Q1 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #579 holding.
WealthShield Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 7 quarters since.
WealthShield Partners's Invesco S&P 500 Top 50 ETF position peaked at $1.35M in Q1 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.