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Advisor OS’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Advisor OS’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 		$614K Sell
10,022
-38
-0.4% -$2.32K 0.04% 276
2026
Q1 		$549K Buy
+10,060
New +$578K 0.04% 283

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Osaic Holdings
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor OS's XLG Position: Q2 2026 in Review

Advisor OS reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.38% in Q2 2026, selling an estimated $2.32K and leaving 10,022 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #276.

Advisor OS first reported a position in XLG in Q1 2026 and has held it in 2 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Advisor OS held 10,022 shares of Invesco S&P 500 Top 50 ETF worth $614K as of Q2 2026.
  • Advisor OS sold 38 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.32K.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of Advisor OS's portfolio in Q2 2026, its #276 holding.
  • Advisor OS first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2026 and has held it in 2 quarters since.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.