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Atria Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Atria Investments’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 		$5.71M Sell
93,174
-64,689
-41% -$3.95M 0.06% 351
2026
Q1 		$8.61M Sell
157,863
-11,461
-7% -$658K 0.1% 227
2025
Q4 		$10M Buy
169,324
+4,489
+3% +$264K 0.11% 190
2025
Q3 		$9.48M Sell
164,835
-28,974
-15% -$1.58M 0.11% 204
2025
Q2 		$10.1M Sell
193,809
-7,677
-4% -$365K 0.12% 192
2025
Q1 		$9.27M Buy
201,486
+108,880
+118% +$5.37M 0.12% 199
2024
Q4 		$4.63M Sell
92,606
-2,714
-3% -$134K 0.06% 381
2024
Q3 		$4.53M Sell
95,320
-86,049
-47% -$3.95M 0.06% 386
2024
Q2 		$8.3M Sell
181,369
-8,343
-4% -$358K 0.11% 206
2024
Q1 		$7.99M Buy
189,712
+71,409
+60% +$2.87M 0.11% 214
2023
Q4 		$4.46M Buy
+118,303
New +$4.22M 0.07% 327
2023
Q3 		– Sell
-45,550
Closed -$1.59M – 896
2023
Q2 		$1.59M Sell
45,550
-8,800
-16% -$287K 0.03% 643
2023
Q1 		$1.69M Buy
+54,350
New +$1.59M 0.03% 597
2022
Q2 		– Sell
-34,150
Closed -$1.2M – 895
2022
Q1 		$1.2M Sell
34,150
-10,380
-23% -$357K 0.02% 775
2021
Q4 		$1.64M Buy
44,530
+4,300
+11% +$153K 0.03% 647
2021
Q3 		$1.33M Sell
40,230
-6,010
-13% -$204K 0.02% 684
2021
Q2 		$1.5M Buy
46,240
+3,480
+8% +$109K 0.03% 615
2021
Q1 		$1.27M Sell
42,760
-5,560
-12% -$162K 0.03% 612
2020
Q4 		$1.38M Buy
48,320
+9,350
+24% +$255K 0.03% 552
2020
Q3 		$1.02M Buy
+38,970
New +$1.01M 0.03% 564

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

Atria Investments's XLG Position: Q2 2026 in Review

Atria Investments reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 41% in Q2 2026, selling an estimated $3.95M and leaving 93,174 shares worth $5.71M. The position accounts for 0.06% of the portfolio, ranked #351.

Atria Investments first reported a position in XLG in Q3 2020 and has held it in 20 quarters since. The position peaked at $10.1M in Q2 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Atria Investments held 93,174 shares of Invesco S&P 500 Top 50 ETF worth $5.71M as of Q2 2026.
  • Atria Investments sold 64,689 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $3.95M.
  • Invesco S&P 500 Top 50 ETF made up 0.06% of Atria Investments's portfolio in Q2 2026, its #351 holding.
  • Atria Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 20 quarters since.
  • Atria Investments's Invesco S&P 500 Top 50 ETF position peaked at $10.1M in Q2 2025.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.