Ackerman Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ackerman Asset 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	$4.83M	Sell	78,951 -1,884	-2%	-$115K	2.9%	9
2026 Q1	$4.41M	Hold	80,835	–	–	3.08%	9
2025 Q4	$4.79M	Hold	80,835	–	–	3.19%	9
2025 Q3	$4.65M	Hold	80,835	–	–	3.33%	8
2025 Q2	$4.21M	Buy	80,835 +3,056	+4%	+$145K	3.37%	7
2025 Q1	$3.58M	Buy	+77,779	New	+$3.84M	3.24%	7

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

Ackerman Asset Management's XLG Position: Q2 2026 in Review

Ackerman Asset Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.3% in Q2 2026, selling an estimated $115K and leaving 78,951 shares worth $4.83M. The position accounts for 2.9% of the portfolio, ranked #9.

Ackerman Asset Management first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Ackerman Asset Management held 78,951 shares of Invesco S&P 500 Top 50 ETF worth $4.83M as of Q2 2026.
Ackerman Asset Management sold 1,884 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $115K.
Invesco S&P 500 Top 50 ETF made up 2.9% of Ackerman Asset Management's portfolio in Q2 2026, its #9 holding.
Ackerman Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Ackerman Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.