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

AE 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 		$5.09M Buy
83,108
+59,846
+257% +$3.65M 0.02% 434
2026
Q1 		$1.27M Sell
23,262
-230,344
-91% -$13.2M 0.01% 783
2025
Q4 		$15M Buy
253,606
+52,918
+26% +$3.11M 0.09% 232
2025
Q3 		$11.5M Buy
200,688
+74,259
+59% +$4.06M 0.07% 248
2025
Q2 		$6.59M Buy
126,429
+52,645
+71% +$2.5M 0.05% 316
2025
Q1 		$3.4M Buy
73,784
+61,113
+482% +$3.02M 0.03% 421
2024
Q4 		$633K Buy
12,671
+3,097
+32% +$152K 0.01% 830
2024
Q3 		$455K Sell
9,574
-20,231
-68% -$930K ﹤0.01% 910
2024
Q2 		$1.36M Buy
29,805
+20,042
+205% +$860K 0.01% 629
2024
Q1 		$411K Sell
9,763
-364,600
-97% -$14.7M ﹤0.01% 873
2023
Q4 		$14.7M Buy
374,363
+354,890
+1,822% +$12.7M 0.08% 306
2023
Q3 		$661K Sell
19,473
-229,237
-92% -$8.06M ﹤0.01% 1254
2023
Q2 		$8.7M Buy
248,710
+219,870
+762% +$7.16M 0.05% 397
2023
Q1 		$896K Buy
28,840
+10,560
+58% +$310K 0.01% 1091
2022
Q4 		$504K Sell
18,280
-1,460
-7% -$41.2K ﹤0.01% 1315
2022
Q3 		$532K Sell
19,740
-6,840
-26% -$206K ﹤0.01% 1229
2022
Q2 		$762K Buy
26,580
+16,230
+157% +$506K 0.01% 990
2022
Q1 		$364K Sell
10,350
-158,150
-94% -$5.44M ﹤0.01% 1350
2021
Q4 		$6.22M Buy
168,500
+22,530
+15% +$803K 0.04% 376
2021
Q3 		$4.82M Buy
+145,970
New +$4.94M 0.04% 391
2021
Q2 		– Sell
-22,280
Closed -$661K – 1693
2021
Q1 		$661K Buy
22,280
+760
+4% +$22.1K 0.01% 906
2020
Q4 		$614K Sell
21,520
-25,620
-54% -$698K 0.01% 889
2020
Q3 		$1.24M Buy
47,140
+36,590
+347% +$945K 0.02% 575
2020
Q2 		$251K Buy
+10,550
New +$236K ﹤0.01% 1090

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

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

AE Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 257% in Q2 2026, buying an estimated $3.65M and bringing the position to 83,108 shares worth $5.09M. The position accounts for 0.02% of the portfolio, ranked #434.

AE Wealth Management first reported a position in XLG in Q2 2020 and has held it in 24 quarters since. The position peaked at $15M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • AE Wealth Management held 83,108 shares of Invesco S&P 500 Top 50 ETF worth $5.09M as of Q2 2026.
  • AE Wealth Management bought 59,846 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $3.65M.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #434 holding.
  • AE Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 24 quarters since.
  • AE Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $15M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.