Win Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Win Advisors’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	-50,907	Closed	-$3.02M	–	126
2025 Q4	$3.02M	Buy	+50,907	New	+$2.99M	1.28%	18
2025 Q1	–	Sell	-177,087	Closed	-$8.85M	–	87
2024 Q4	$8.85M	Buy	+177,087	New	+$8.72M	4.28%	10
2024 Q2	–	Sell	-99,643	Closed	-$4.2M	–	81
2024 Q1	$4.2M	Buy	+99,643	New	+$4.01M	1.85%	17

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $3.04B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Win Advisors's XLG Position: Q1 2026 in Review

Win Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026, closing a stake of 50,907 shares — an estimated $3.02M sold.

Win Advisors first reported a position in XLG in Q1 2024 and held it in 3 quarters. The position peaked at $8.85M in Q4 2024. 564 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Win Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 50,907 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $3.02M.
Win Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 3 quarters.
Win Advisors's Invesco S&P 500 Top 50 ETF position peaked at $8.85M in Q4 2024.
564 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.