B. Riley Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

B. Riley Wealth 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	$228K	Buy	+3,769	New	+$230K	0.01%	721
2026 Q1	–	Sell	-4,518	Closed	-$268K	–	1130
2025 Q4	$268K	Buy	4,518 +1	+0%	+$59	0.01%	747
2025 Q3	$260K	Sell	4,517 -5,112	-53%	-$280K	0.01%	776
2025 Q2	$502K	Sell	9,629 -609	-6%	-$29K	0.02%	527
2025 Q1	$471K	Buy	10,238 +1,221	+14%	+$60.3K	0.01%	786
2024 Q4	$450K	Buy	9,017 +239	+3%	+$11.8K	0.01%	732
2024 Q3	$415K	Buy	8,778 +2,472	+39%	+$114K	0.01%	817
2024 Q2	$289K	Buy	+6,306	New	+$271K	0.01%	1048
2015 Q1	–	Sell	-530	Closed	-$8K	–	2011
2014 Q4	$8K	Buy	+530	New	+$7.42K	﹤0.01%	2990

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

B. Riley Wealth Advisors's XLG Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,769 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in XLG as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in XLG in Q4 2014 and has held it in 9 quarters since. The position peaked at $502K in Q2 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

B. Riley Wealth Advisors held 3,769 shares of Invesco S&P 500 Top 50 ETF worth $228K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new B. Riley Wealth Advisors position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #721 holding.
B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2014 and has held it in 9 quarters since.
B. Riley Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $502K in Q2 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.