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

Arax Advisory 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	$1.62M	Buy	26,480 +18,905	+250%	+$1.15M	0.01%	942
2026 Q1	$413K	Sell	7,575 -4,943	-39%	-$284K	0.01%	725
2025 Q4	$742K	Buy	+12,518	New	+$736K	0.02%	461
2025 Q3	–	Sell	-4,397	Closed	-$229K	–	4338
2025 Q2	$229K	Buy	4,397 +4,387	+43,870%	+$209K	0.01%	606
2025 Q1	$461	Buy	+10	New	+$494	﹤0.01%	2545

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

Arax Advisory Partners's XLG Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 250% in Q2 2026, buying an estimated $1.15M and bringing the position to 26,480 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #942.

Arax Advisory Partners first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Arax Advisory Partners held 26,480 shares of Invesco S&P 500 Top 50 ETF worth $1.62M as of Q2 2026.
Arax Advisory Partners bought 18,905 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.15M.
Invesco S&P 500 Top 50 ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #942 holding.
Arax Advisory Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.