Balboa Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Balboa Wealth Partners’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	$551K	Sell	8,991 -696	-7%	-$42.5K	0.08%	224
2026 Q1	$528K	Hold	9,687	–	–	0.09%	190
2025 Q4	$574K	Sell	9,687 -125	-1%	-$7.35K	0.1%	173
2025 Q3	$564K	Buy	9,812 +152	+2%	+$8.31K	0.1%	171
2025 Q2	$503K	Buy	9,660 +210	+2%	+$9.99K	0.1%	160
2025 Q1	$435K	Hold	9,450	–	–	0.11%	143
2024 Q4	$472K	Hold	9,450	–	–	0.11%	147
2024 Q3	$449K	Buy	9,450 +100	+1%	+$4.59K	0.11%	148
2024 Q2	$428K	Hold	9,350	–	–	0.11%	147
2024 Q1	$394K	Buy	9,350 +150	+2%	+$6.03K	0.12%	133
2023 Q4	$347K	Hold	9,200	–	–	0.12%	142
2023 Q3	$312K	Hold	9,200	–	–	0.12%	146
2023 Q2	$322K	Hold	9,200	–	–	0.11%	151
2023 Q1	$286K	Hold	9,200	–	–	0.11%	164
2022 Q4	$254K	Buy	9,200 +930	+11%	+$26.2K	0.11%	180
2022 Q3	$223K	Buy	+8,270	New	+$249K	0.1%	181

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

Balboa Wealth Partners's XLG Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 7.2% in Q2 2026, selling an estimated $42.5K and leaving 8,991 shares worth $551K. The position accounts for 0.08% of the portfolio, ranked #224.

Balboa Wealth Partners first reported a position in XLG in Q3 2022 and has held it in 16 quarters since. The position peaked at $574K in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Balboa Wealth Partners held 8,991 shares of Invesco S&P 500 Top 50 ETF worth $551K as of Q2 2026.
Balboa Wealth Partners sold 696 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $42.5K.
Invesco S&P 500 Top 50 ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #224 holding.
Balboa Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $574K in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.