Avior Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Avior Wealth Management’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	$1.48M	Sell	24,350 -562	-2%	-$34.3K	0.04%	292
2026 Q1	$1.35M	Sell	24,912 -974	-4%	-$55.9K	0.04%	300
2025 Q4	$1.53M	Sell	25,886 -991	-4%	-$58.3K	0.05%	237
2025 Q3	$1.54M	Sell	26,877 -639	-2%	-$34.9K	0.05%	227
2025 Q2	$1.43M	Sell	27,516 -767	-3%	-$36.5K	0.05%	221
2025 Q1	$1.3M	Sell	28,283 -2,793	-9%	-$138K	0.05%	228
2024 Q4	$1.55M	Sell	31,076 -1,201	-4%	-$59.1K	0.06%	213
2024 Q3	$1.53M	Sell	32,277 -2,636	-8%	-$121K	0.06%	208
2024 Q2	$1.59M	Sell	34,913 -3,542	-9%	-$152K	0.07%	186
2024 Q1	$1.62M	Sell	38,455 -7,261	-16%	-$292K	0.08%	191
2023 Q4	$1.72M	Sell	45,716 -11,590	-20%	-$414K	0.1%	142
2023 Q3	$1.94M	Sell	57,306 -21,284	-27%	-$748K	0.13%	122
2023 Q2	$2.71M	Buy	78,590 +10,190	+15%	+$332K	0.18%	108
2023 Q1	$2.09M	Sell	68,400 -10,030	-13%	-$294K	0.14%	118
2022 Q4	$2.14M	Buy	78,430 +77,430	+7,743%	+$2.18M	0.16%	114
2022 Q3	$0	Hold	1,000	–	–	﹤0.01%	1310
2022 Q2	$0	Buy	+1,000	New	+$31.2K	﹤0.01%	1245

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

Avior Wealth Management's XLG Position: Q2 2026 in Review

Avior Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.3% in Q2 2026, selling an estimated $34.3K and leaving 24,350 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #292.

Avior Wealth Management first reported a position in XLG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.71M in Q2 2023. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Avior Wealth Management held 24,350 shares of Invesco S&P 500 Top 50 ETF worth $1.48M as of Q2 2026.
Avior Wealth Management sold 562 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $34.3K.
Invesco S&P 500 Top 50 ETF made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #292 holding.
Avior Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and has held it in 17 quarters since.
Avior Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $2.71M in Q2 2023.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.