Americana Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Americana Partners’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	$417K	Buy	6,814 +713	+12%	+$43.5K	0.01%	422
2026 Q1	$333K	Buy	6,101 +147	+2%	+$8.44K	0.01%	407
2025 Q4	$353K	Hold	5,954	–	–	0.01%	375
2025 Q3	$342K	Hold	5,954	–	–	0.01%	363
2025 Q2	$310K	Hold	5,954	–	–	0.01%	357
2025 Q1	$274K	Hold	5,954	–	–	0.01%	336
2024 Q4	$297K	Hold	5,954	–	–	0.01%	339
2024 Q3	$283K	Hold	5,954	–	–	0.02%	320
2024 Q2	$272K	Buy	+5,954	New	+$256K	0.02%	303

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

Americana Partners's XLG Position: Q2 2026 in Review

Americana Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 12% in Q2 2026, buying an estimated $43.5K and bringing the position to 6,814 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #422.

Americana Partners first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Americana Partners held 6,814 shares of Invesco S&P 500 Top 50 ETF worth $417K as of Q2 2026.
Americana Partners bought 713 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $43.5K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #422 holding.
Americana Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.