Allworth Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Allworth Financial’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	$1.54M	Buy	25,070 +1,281	+5%	+$78.2K	0.01%	591
2026 Q1	$1.3M	Sell	23,789 -800	-3%	-$45.9K	0.01%	634
2025 Q4	$1.46M	Buy	24,589 +20,502	+502%	+$1.21M	0.01%	587
2025 Q3	$235K	Buy	4,087 +339	+9%	+$18.5K	﹤0.01%	1225
2025 Q2	$195K	Sell	3,748 -1,200	-24%	-$57.1K	﹤0.01%	1190
2025 Q1	$223K	Buy	4,948 +2,238	+83%	+$110K	﹤0.01%	910
2024 Q4	$139K	Buy	2,710 +100	+4%	+$4.92K	﹤0.01%	1108
2024 Q3	$124K	Hold	2,610	–	–	﹤0.01%	992
2024 Q2	$120K	Sell	2,610 -710	-21%	-$30.5K	﹤0.01%	1005
2024 Q1	$140K	Hold	3,320	–	–	﹤0.01%	902
2023 Q4	$125K	Sell	3,320 -740	-18%	-$26.4K	﹤0.01%	867
2023 Q3	$138K	Hold	4,060	–	–	﹤0.01%	774
2023 Q2	$142K	Sell	4,060 -70	-2%	-$2.28K	﹤0.01%	785
2023 Q1	$128K	Sell	4,130 -3,800	-48%	-$111K	﹤0.01%	774
2022 Q4	$219K	Sell	7,930 -200	-2%	-$5.64K	﹤0.01%	611
2022 Q3	$219K	Sell	8,130 -1,390	-15%	-$41.9K	﹤0.01%	575
2022 Q2	$273K	Sell	9,520 -4,660	-33%	-$145K	﹤0.01%	500
2022 Q1	$498K	Sell	14,180 -3,690	-21%	-$127K	0.01%	397
2021 Q4	$659K	Sell	17,870 -4,380	-20%	-$156K	0.01%	341
2021 Q3	$734K	Buy	+22,250	New	+$754K	0.01%	274
2018 Q3	–	Sell	-230	Closed	-$4K	–	1008
2018 Q2	$4K	Buy	+230	New	+$4.41K	﹤0.01%	695

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

Allworth Financial's XLG Position: Q2 2026 in Review

Allworth Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.4% in Q2 2026, buying an estimated $78.2K and bringing the position to 25,070 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #591.

Allworth Financial first reported a position in XLG in Q2 2018 and has held it in 21 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Allworth Financial held 25,070 shares of Invesco S&P 500 Top 50 ETF worth $1.54M as of Q2 2026.
Allworth Financial bought 1,281 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $78.2K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #591 holding.
Allworth Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2018 and has held it in 21 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.