Avidian Wealth Enterprises’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Avidian Wealth Enterprises’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	$228K	Sell	3,727 -5	-0.1%	-$305	0.01%	665
2026 Q1	$204K	Sell	3,732 -41,533	-92%	-$2.39M	0.01%	649
2025 Q4	$2.68M	Sell	45,265 -8,196	-15%	-$482K	0.1%	108
2025 Q3	$3.08M	Buy	53,461 +28,205	+112%	+$1.54M	0.12%	105
2025 Q2	$1.32M	Buy	25,256 +6,295	+33%	+$299K	0.05%	172
2025 Q1	$873K	Buy	+18,961	New	+$936K	0.04%	215

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

Avidian Wealth Enterprises's XLG Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.13% in Q2 2026, selling an estimated $305 and leaving 3,727 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #665.

Avidian Wealth Enterprises first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.08M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Avidian Wealth Enterprises held 3,727 shares of Invesco S&P 500 Top 50 ETF worth $228K as of Q2 2026.
Avidian Wealth Enterprises sold 5 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $305.
Invesco S&P 500 Top 50 ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #665 holding.
Avidian Wealth Enterprises first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Avidian Wealth Enterprises's Invesco S&P 500 Top 50 ETF position peaked at $3.08M in Q3 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.