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

Ascent Wealth 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 		$377K Sell
6,154
-1,683
-21% -$103K 0.04% 159
2026
Q1 		$428K Buy
+7,837
New +$450K 0.05% 145

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ascent Wealth Partners's XLG Position: Q2 2026 in Review

Ascent Wealth Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 21% in Q2 2026, selling an estimated $103K and leaving 6,154 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #159.

Ascent Wealth Partners first reported a position in XLG in Q1 2026 and has held it in 2 quarters since. The position peaked at $428K in Q1 2026. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Ascent Wealth Partners held 6,154 shares of Invesco S&P 500 Top 50 ETF worth $377K as of Q2 2026.
  • Ascent Wealth Partners sold 1,683 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $103K.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of Ascent Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Ascent Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2026 and has held it in 2 quarters since.
  • Ascent Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $428K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.