WealthTrak Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WealthTrak Capital Management’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	$329K	Sell	6,031 -55,595	-90%	-$3.19M	0.24%	64
2025 Q4	$3.65M	Buy	61,626 +15,664	+34%	+$921K	2.62%	10
2025 Q3	$2.64M	Buy	45,962 +30,762	+202%	+$1.68M	2.18%	10
2025 Q2	$792K	Buy	15,200 +6,972	+85%	+$332K	0.66%	37
2025 Q1	$379K	Buy	+8,228	New	+$406K	0.33%	48

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

WealthTrak Capital Management's XLG Position: Q1 2026 in Review

WealthTrak Capital Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 90% in Q1 2026, selling an estimated $3.19M and leaving 6,031 shares worth $329K. The position accounts for 0.24% of the portfolio, ranked #64.

WealthTrak Capital Management first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.65M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

WealthTrak Capital Management held 6,031 shares of Invesco S&P 500 Top 50 ETF worth $329K as of Q1 2026.
WealthTrak Capital Management sold 55,595 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $3.19M.
Invesco S&P 500 Top 50 ETF made up 0.24% of WealthTrak Capital Management's portfolio in Q1 2026, its #64 holding.
WealthTrak Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
WealthTrak Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $3.65M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.