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BOLTON SECURITIES CORPORATION’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$436 Buy
+8
New +$459 ﹤0.01% 1974
2025
Q3 		$17.1K Buy
+298
New +$16.3K ﹤0.01% 1421
2025
Q1 		$649K Buy
+14,113
New +$696K 0.04% 422

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XLG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q1 2026: 8 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #1974 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XLG as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XLG in Q1 2025 and has held it in 3 quarters since. The position peaked at $649K in Q1 2025. 569 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 8 shares of Invesco S&P 500 Top 50 ETF worth $436 as of Q1 2026.
  • Invesco S&P 500 Top 50 ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1974 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Invesco S&P 500 Top 50 ETF position peaked at $649K in Q1 2025.
  • 569 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.