THOROUGHBRED FINANCIAL SERVICES, LLC XLG — INVESCO EXCHANGE TRADED FD T

Ownership history in THOROUGHBRED FINANCIAL SERVICES, LLC  ·  24 quarters on record

AI Ownership Summary

THOROUGHBRED FINANCIAL SERVICES, LLC reported INVESCO EXCHANGE TRADED FD T (XLG) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.84% in 2023 Q4. The latest visible filing shows XLG at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THOROUGHBRED FINANCIAL SERVICES, LLC's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLG was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLG stock page THOROUGHBRED FINANCIAL SERVICES, LLC fund profile THOROUGHBRED FINANCIAL SERVICES, LLC full holdings
How THOROUGHBRED FINANCIAL SERVICES, LLC held XLG — position size vs. price
% of Fund (quarterly)    XLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 228,995 +23,992 +11.7% 0.75% $12K 2026-05-12 $62.87
2025 Q4 REDUCED — — — 205,003 -357 -0.2% 0.72% $12.2M 2026-02-10 $58.36
2025 Q3 ADDED — — — 205,360 +18,285 +9.8% 0.73% $11.8M 2025-11-10 $59.46
2025 Q2 REDUCED 15.1% +10.1% ❌ 187,075 -33,328 -15.1% 0.68% $9.7M 2025-08-08 $54.35
2025 Q1 ADDED — — — 220,403 +16,456 +8.1% 0.63% $10.1M 2025-05-09 $46.28
2024 Q4 ADDED — — — 203,947 +30,595 +17.6% 0.62% $10.2M 2025-02-12 $50.49
2024 Q3 ADDED — — — 173,352 +9,270 +5.6% 0.53% $8.2M 2024-11-08 $49.29
2024 Q2 ADDED — — — 164,082 +32,403 +24.6% 0.50% $7.5M 2024-08-08 $43.12
2024 Q1 REDUCED 52.2% +9.7% ❌ 131,679 -143,715 -52.2% 0.53% $5.5M 2024-05-07 $41.49
2023 Q4 ADDED — — — 275,394 +174,760 +173.7% 0.84% $10.4M 2024-02-09 $40.20
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLG

As of 2026 Q1 — sorted by position size

Demars Financial Group, LLC 3Y 13.92% Cedar Wealth Management, LLC 3Y 7Y 9.24% Cyr Financial Inc. 8.03% Principle Wealth Partners LLC 3Y 7.96% MEANS INVESTMENT CO., INC. 3Y 7Y 7.43% Green Ridge Wealth Planning LLC 6.38% Seros Financial, LLC 6.0% IFC & Insurance Marketing, Inc. 5.96% QUATTRO FINANCIAL ADVISORS LLC 3Y 7Y 5.57% Estate Planners Group, LLC 5.17%

FAQ About THOROUGHBRED FINANCIAL SERVICES, LLC and XLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has THOROUGHBRED FINANCIAL SERVICES, LLC reported owning XLG?

THOROUGHBRED FINANCIAL SERVICES, LLC reported XLG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XLG position in THOROUGHBRED FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for XLG was 0.84% in 2023 Q4.

What is the latest reported XLG position on this page?

The most recent filing on this page is 2026 Q1, when THOROUGHBRED FINANCIAL SERVICES, LLC reported 228,995 shares, equal to 0.75% of portfolio, with an estimated market value of $12K.

What does the chart on this XLG ownership page compare?

The chart compares THOROUGHBRED FINANCIAL SERVICES, LLC's quarterly XLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did THOROUGHBRED FINANCIAL SERVICES, LLC time their XLG position?

Based on 13F filing dates vs. subsequent XLG price moves, THOROUGHBRED FINANCIAL SERVICES, LLC correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on XLG relative to SPY over the holding period was +1.1%.

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