Abound Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Abound Wealth 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 Q2	$21.2K	Buy	346 +75	+28%	+$4.58K	﹤0.01%	359
2026 Q1	$14.8K	Sell	271 -10	-4%	-$574	﹤0.01%	458
2025 Q4	$16.7K	Hold	281	–	–	﹤0.01%	400
2025 Q3	$16.2K	Buy	281 +54	+24%	+$2.95K	﹤0.01%	404
2025 Q2	$11.8K	Sell	227 -107	-32%	-$5.09K	﹤0.01%	418
2025 Q1	$15.4K	Sell	334 -269	-45%	-$13.3K	0.01%	338
2024 Q4	$30.1K	Buy	+603	New	+$29.7K	0.01%	225

Other funds holding XLG

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Abound Wealth Management's XLG Position: Q2 2026 in Review

Abound Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 28% in Q2 2026, buying an estimated $4.58K and bringing the position to 346 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Abound Wealth Management first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.1K in Q4 2024. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Abound Wealth Management held 346 shares of Invesco S&P 500 Top 50 ETF worth $21.2K as of Q2 2026.
Abound Wealth Management bought 75 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $4.58K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #359 holding.
Abound Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Abound Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $30.1K in Q4 2024.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.