Advisory Alpha’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Advisory Alpha’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	–	Sell	-5,478	Closed	-$299K	–	608
2026 Q1	$299K	Sell	5,478 -1,015	-16%	-$58.3K	0.01%	457
2025 Q4	$385K	Buy	6,493 +1,003	+18%	+$59K	0.01%	364
2025 Q3	$317K	Sell	5,490 -32	-0.6%	-$1.75K	0.01%	404
2025 Q2	$288K	Sell	5,522 -81	-1%	-$3.85K	0.01%	381
2025 Q1	$258K	Buy	5,603 +135	+2%	+$6.66K	0.01%	379
2024 Q4	$273K	Sell	5,468 -115	-2%	-$5.66K	0.01%	348
2024 Q3	$265K	Buy	5,583 +289	+5%	+$13.3K	0.01%	333
2024 Q2	$242K	Buy	5,294 +178	+3%	+$7.64K	0.01%	334
2024 Q1	$216K	Buy	+5,116	New	+$206K	0.01%	363
2022 Q1	–	Sell	-86,030	Closed	-$3.18M	–	300
2021 Q4	$3.18M	Buy	86,030 +65,070	+310%	+$2.32M	0.19%	62
2021 Q3	$692K	Buy	+20,960	New	+$710K	0.05%	136
2020 Q4	–	Sell	-940	Closed	-$25K	–	670
2020 Q3	$25K	Buy	+940	New	+$24.3K	0.01%	299
2020 Q2	–	Sell	-940	Closed	-$20.1K	–	631
2020 Q1	$20.1K	Sell	940 -50	-5%	-$1.13K	0.01%	312
2019 Q4	$23.7K	Buy	990 +10	+1%	+$222	0.01%	383
2019 Q3	$20.6K	Buy	+980	New	+$20.8K	0.01%	370
2019 Q2	–	Sell	-940	Closed	-$19.4K	–	658
2019 Q1	$19.4K	Buy	+940	New	+$18.3K	0.01%	337

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

Advisory Alpha's XLG Position: Q2 2026 in Review

Advisory Alpha sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 5,478 shares — an estimated $299K sold.

Advisory Alpha first reported a position in XLG in Q1 2019 and held it in 16 quarters. The position peaked at $3.18M in Q4 2021. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Advisory Alpha reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Advisory Alpha sold 5,478 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $299K.
Advisory Alpha first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2019 and held it in 16 quarters.
Advisory Alpha's Invesco S&P 500 Top 50 ETF position peaked at $3.18M in Q4 2021.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.