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

Winthrop 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	$65K	Hold	1,200	–	–	0.02%	172
2025 Q4	$71K	Hold	1,200	–	–	0.02%	172
2025 Q3	$69K	Hold	1,200	–	–	0.02%	159
2025 Q2	$63K	Hold	1,200	–	–	0.02%	174
2025 Q1	$55K	Hold	1,200	–	–	0.02%	156
2024 Q4	$60K	Hold	1,200	–	–	0.02%	164
2024 Q3	$57K	Hold	1,200	–	–	0.03%	86
2024 Q2	$55K	Hold	1,200	–	–	0.03%	77
2024 Q1	$51K	Hold	1,200	–	–	0.02%	86
2023 Q4	$45.3K	Buy	+1,200	New	+$42.8K	0.01%	166

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

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

Winthrop Capital Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q1 2026 at 1,200 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #172.

Winthrop Capital Management first reported a position in XLG in Q4 2023 and has held it in 10 quarters since. The position peaked at $71K in Q4 2025. 561 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

Winthrop Capital Management held 1,200 shares of Invesco S&P 500 Top 50 ETF worth $65K as of Q1 2026.
Winthrop Capital Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q1 2026.
Invesco S&P 500 Top 50 ETF made up 0.02% of Winthrop Capital Management's portfolio in Q1 2026, its #172 holding.
Winthrop Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $71K in Q4 2025.
561 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.