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

Advocacy Wealth Management Services’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	-14,898	Closed	-$813K	–	160
2026 Q1	$813K	Sell	14,898 -1,137,510	-99%	-$65.3M	0.04%	108
2025 Q4	$68.3M	Buy	1,152,408 +57,654	+5%	+$3.39M	2.86%	11
2025 Q3	$63M	Buy	1,094,754 +395,581	+57%	+$21.6M	2.73%	12
2025 Q2	$36.4M	Buy	699,173 +350,535	+101%	+$16.7M	2.24%	15
2025 Q1	$16M	Buy	+348,638	New	+$17.2M	1.09%	28

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

Advocacy Wealth Management Services's XLG Position: Q2 2026 in Review

Advocacy Wealth Management Services sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 14,898 shares — an estimated $813K sold.

Advocacy Wealth Management Services first reported a position in XLG in Q1 2025 and held it in 5 quarters. The position peaked at $68.3M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Advocacy Wealth Management Services reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Advocacy Wealth Management Services sold 14,898 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $813K.
Advocacy Wealth Management Services first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 5 quarters.
Advocacy Wealth Management Services's Invesco S&P 500 Top 50 ETF position peaked at $68.3M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.