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

Aspire 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	$5.78M	Buy	94,434 +13,913	+17%	+$849K	1.13%	23
2026 Q1	$4.39M	Sell	80,521 -89,313	-53%	-$5.13M	0.99%	26
2025 Q4	$10.1M	Buy	169,834 +36,134	+27%	+$2.12M	2.37%	14
2025 Q3	$7.69M	Buy	133,700 +47,513	+55%	+$2.6M	1.9%	16
2025 Q2	$4.49M	Sell	86,187 -17,525	-17%	-$834K	1.24%	22
2025 Q1	$4.77M	Sell	103,712 -73,369	-41%	-$3.62M	1.42%	20
2024 Q4	$8.85M	Buy	177,081 +22,349	+14%	+$1.1M	2.53%	12
2024 Q3	$7.35M	Buy	154,732 +979	+0.6%	+$45K	2.19%	13
2024 Q2	$7.03M	Buy	153,753 +60,538	+65%	+$2.6M	2.3%	14
2024 Q1	$3.93M	Sell	93,215 -25,311	-21%	-$1.02M	1.32%	22
2023 Q4	$4.47M	Sell	118,526 -16,782	-12%	-$599K	1.81%	14
2023 Q3	$4.6M	Buy	135,308 +12,268	+10%	+$431K	2.09%	14
2023 Q2	$4.3M	Sell	123,040 -5,840	-5%	-$190K	2.09%	14
2023 Q1	$4M	Buy	128,880 +3,810	+3%	+$112K	2.1%	16
2022 Q4	$3.45M	Sell	125,070 -26,330	-17%	-$743K	1.97%	16
2022 Q3	$4.08M	Buy	151,400 +550	+0.4%	+$16.6K	3.23%	11
2022 Q2	$4.32M	Buy	+150,850	New	+$4.7M	3.28%	11

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

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

Aspire Capital Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 17% in Q2 2026, buying an estimated $849K and bringing the position to 94,434 shares worth $5.78M. The position accounts for 1.13% of the portfolio, ranked #23.

Aspire Capital Advisors first reported a position in XLG in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.1M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Aspire Capital Advisors held 94,434 shares of Invesco S&P 500 Top 50 ETF worth $5.78M as of Q2 2026.
Aspire Capital Advisors bought 13,913 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $849K.
Invesco S&P 500 Top 50 ETF made up 1.13% of Aspire Capital Advisors's portfolio in Q2 2026, its #23 holding.
Aspire Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and has held it in 17 quarters since.
Aspire Capital Advisors's Invesco S&P 500 Top 50 ETF position peaked at $10.1M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.