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

Aptus Capital 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	$1.79M	Buy	29,164 +3,874	+15%	+$236K	0.01%	517
2026 Q1	$1.38M	Sell	25,290 -6,860	-21%	-$394K	0.01%	533
2025 Q4	$1.91M	Buy	32,150 +212	+0.7%	+$12.5K	0.01%	456
2025 Q3	$1.84M	Buy	31,938 +28	+0.1%	+$1.53K	0.01%	450
2025 Q2	$1.66M	Sell	31,910 -183	-0.6%	-$8.71K	0.01%	451
2025 Q1	$1.48M	Sell	32,093 -15,541	-33%	-$767K	0.02%	445
2024 Q4	$2.38M	Sell	47,634 -554	-1%	-$27.3K	0.02%	371
2024 Q3	$2.29M	Sell	48,188 -712	-1%	-$32.7K	0.03%	301
2024 Q2	$2.24M	Sell	48,900 -18,388	-27%	-$789K	0.04%	279
2024 Q1	$2.83M	Buy	+67,288	New	+$2.71M	0.05%	255
2023 Q3	–	Sell	-150	Closed	-$5.25K	–	932
2023 Q2	$5.25K	Hold	150	–	–	﹤0.01%	727
2023 Q1	$4.66K	Buy	+150	New	+$4.4K	﹤0.01%	729
2022 Q4	–	Sell	-150	Closed	-$4K	–	846
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	717
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	625
2022 Q1	$5K	Hold	150	–	–	﹤0.01%	637
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	517
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	498
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	526
2021 Q1	$4K	Buy	+150	New	+$4.37K	﹤0.01%	492

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

Aptus Capital Advisors's XLG Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 15% in Q2 2026, buying an estimated $236K and bringing the position to 29,164 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #517.

Aptus Capital Advisors first reported a position in XLG in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.83M in Q1 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Aptus Capital Advisors held 29,164 shares of Invesco S&P 500 Top 50 ETF worth $1.79M as of Q2 2026.
Aptus Capital Advisors bought 3,874 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $236K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #517 holding.
Aptus Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 19 quarters since.
Aptus Capital Advisors's Invesco S&P 500 Top 50 ETF position peaked at $2.83M in Q1 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.