Ancora Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ancora Advisors’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	$72.1K	Buy	1,178 +26	+2%	+$1.59K	﹤0.01%	976
2026 Q1	$62.9K	Hold	1,152	–	–	﹤0.01%	1062
2025 Q4	$68.3K	Buy	1,152 +1	+0.1%	+$59	﹤0.01%	1041
2025 Q3	$66.2K	Buy	1,151 +556	+93%	+$30.4K	﹤0.01%	967
2025 Q2	$31K	Hold	595	–	–	﹤0.01%	1126
2025 Q1	$27.4K	Buy	595 +1	+0.2%	+$49	﹤0.01%	1130
2024 Q4	$29.7K	Hold	594	–	–	﹤0.01%	1134
2024 Q3	$28.2K	Sell	594 -158	-21%	-$7.26K	﹤0.01%	1130
2024 Q2	$34.4K	Buy	+752	New	+$32.3K	﹤0.01%	1042

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

Ancora Advisors's XLG Position: Q2 2026 in Review

Ancora Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.3% in Q2 2026, buying an estimated $1.59K and bringing the position to 1,178 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Ancora Advisors first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Ancora Advisors held 1,178 shares of Invesco S&P 500 Top 50 ETF worth $72.1K as of Q2 2026.
Ancora Advisors bought 26 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.59K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #976 holding.
Ancora Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.