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AlTi Global’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

AlTi Global’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 		$1.04M Buy
16,996
+2,786
+20% +$170K 0.02% 263
2026
Q1 		$775K Buy
14,210
+3,949
+38% +$227K 0.02% 265
2025
Q4 		$608K Buy
10,261
+5,842
+132% +$343K 0.01% 286
2025
Q3 		$254K Buy
+4,419
New +$242K 0.01% 396

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

AlTi Global's XLG Position: Q2 2026 in Review

AlTi Global increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 20% in Q2 2026, buying an estimated $170K and bringing the position to 16,996 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #263.

AlTi Global first reported a position in XLG in Q3 2025 and has held it in 4 quarters since. 371 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • AlTi Global held 16,996 shares of Invesco S&P 500 Top 50 ETF worth $1.04M as of Q2 2026.
  • AlTi Global bought 2,786 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $170K.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #263 holding.
  • AlTi Global first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 4 quarters since.
  • 371 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.