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

Weaver 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	$2.07K	Sell	38 -9	-19%	-$517	﹤0.01%	170
2025 Q4	$2.79K	Sell	47 -12	-20%	-$705	﹤0.01%	180
2025 Q3	$3.39K	Sell	59 -11	-16%	-$601	﹤0.01%	186
2025 Q2	$3.65K	Hold	70	–	–	﹤0.01%	182
2025 Q1	$3.22K	Sell	70 -17	-20%	-$839	﹤0.01%	177
2024 Q4	$4.35K	Sell	87 -8	-8%	-$394	﹤0.01%	177
2024 Q3	$4.52K	Hold	95	–	–	﹤0.01%	168
2024 Q2	$4.35K	Hold	95	–	–	﹤0.01%	166
2024 Q1	$4K	Buy	+95	New	+$3.82K	﹤0.01%	160

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

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

Weaver Capital Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 19% in Q1 2026, selling an estimated $517 and leaving 38 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Weaver Capital Management first reported a position in XLG in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.52K in Q3 2024. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Weaver Capital Management held 38 shares of Invesco S&P 500 Top 50 ETF worth $2.07K as of Q1 2026.
Weaver Capital Management sold 9 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $517.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Weaver Capital Management's portfolio in Q1 2026, its #170 holding.
Weaver Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 9 quarters since.
Weaver Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $4.52K in Q3 2024.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Weaver Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.