Ameritas Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ameritas Advisory 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	$9.06M	Buy	+147,911	New	+$9.03M	0.18%	107
2025 Q4	–	Sell	-29,672	Closed	-$1.71M	–	2131
2025 Q3	$1.71M	Sell	29,672 -21,078	-42%	-$1.15M	0.11%	166
2025 Q2	$2.64M	Sell	50,750 -9,466	-16%	-$450K	0.14%	153
2025 Q1	$2.85M	Buy	60,216 +7,372	+14%	+$364K	0.12%	173
2024 Q4	$2.64M	Buy	52,844 +6,678	+14%	+$329K	0.09%	204
2024 Q3	$2.19M	Buy	46,166 +6,892	+18%	+$317K	0.09%	205
2024 Q2	$1.8M	Buy	39,274 +19,848	+102%	+$852K	0.07%	275
2024 Q1	$804K	Buy	19,426 +4,284	+28%	+$172K	0.03%	433
2023 Q4	$594K	Buy	15,142 +1,399	+10%	+$49.9K	0.03%	394
2023 Q3	$469K	Buy	13,743 +6,543	+91%	+$230K	0.02%	508
2023 Q2	$249K	Sell	7,200 -3,320	-32%	-$108K	0.03%	458
2023 Q1	$329K	Sell	10,520 -86,330	-89%	-$2.53M	0.02%	617
2022 Q4	$2.67M	Buy	96,850 +31,330	+48%	+$884K	0.12%	170
2022 Q3	$1.76M	Buy	65,520 +8,100	+14%	+$244K	0.11%	188
2022 Q2	$1.65M	Sell	57,420 -40,200	-41%	-$1.25M	0.1%	210
2022 Q1	$3.43M	Buy	97,620 +22,530	+30%	+$775K	0.13%	131
2021 Q4	$2.77M	Buy	+75,090	New	+$2.68M	0.1%	170

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

Ameritas Advisory Services's XLG Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 147,911 shares worth $9.06M. The stake represents 0.18% of the portfolio and ranks #107 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in XLG as recently as Q3 2025.

Ameritas Advisory Services first reported a position in XLG in Q4 2021 and has held it in 17 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Ameritas Advisory Services held 147,911 shares of Invesco S&P 500 Top 50 ETF worth $9.06M as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Ameritas Advisory Services position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.18% of Ameritas Advisory Services's portfolio in Q2 2026, its #107 holding.
Ameritas Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 17 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.