Wedbush Securities’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wedbush Securities’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	$3.17M	Buy	58,043 +2,151	+4%	+$124K	0.09%	177
2025 Q4	$3.31M	Buy	55,892 +12,596	+29%	+$740K	0.1%	158
2025 Q3	$2.49M	Buy	43,296 +5,544	+15%	+$303K	0.08%	183
2025 Q2	$1.97M	Buy	37,752 +3,381	+10%	+$161K	0.07%	215
2025 Q1	$1.58M	Buy	34,371 +9,142	+36%	+$451K	0.06%	252
2024 Q4	$1.26M	Buy	25,229 +8,065	+47%	+$397K	0.04%	310
2024 Q3	$816K	Buy	17,164 +2,930	+21%	+$135K	0.03%	434
2024 Q2	$651K	Buy	14,234 +1,464	+11%	+$62.8K	0.02%	523
2024 Q1	$538K	Buy	12,770 +2,082	+19%	+$83.7K	0.02%	616
2023 Q4	$403K	Buy	+10,688	New	+$382K	0.02%	640

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

Wedbush Securities's XLG Position: Q1 2026 in Review

Wedbush Securities increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.8% in Q1 2026, buying an estimated $124K and bringing the position to 58,043 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #177.

Wedbush Securities first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Wedbush Securities held 58,043 shares of Invesco S&P 500 Top 50 ETF worth $3.17M as of Q1 2026.
Wedbush Securities bought 2,151 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $124K.
Invesco S&P 500 Top 50 ETF made up 0.09% of Wedbush Securities's portfolio in Q1 2026, its #177 holding.
Wedbush Securities first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
Wedbush Securities's Invesco S&P 500 Top 50 ETF position peaked at $3.31M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.