Bawa N Mallick Trust’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bawa N Mallick Trust’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	$5.51M	Hold	90,000	–	–	1.78%	12
2026 Q1	$4.91M	Hold	90,000	–	–	2.01%	11
2025 Q4	$5.34M	Hold	90,000	–	–	1.98%	12
2025 Q3	$5.18M	Hold	90,000	–	–	1.96%	13
2025 Q2	$4.69M	Hold	90,000	–	–	1.94%	13
2025 Q1	$4.14M	Hold	90,000	–	–	1.96%	12
2024 Q4	$4.5M	Buy	+90,000	New	+$4.43M	1.97%	12

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

Bawa N Mallick Trust's XLG Position: Q2 2026 in Review

Bawa N Mallick Trust held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 90,000 shares worth $5.51M. The position accounts for 1.78% of the portfolio, ranked #12.

Bawa N Mallick Trust first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Bawa N Mallick Trust held 90,000 shares of Invesco S&P 500 Top 50 ETF worth $5.51M as of Q2 2026.
Bawa N Mallick Trust left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 1.78% of Bawa N Mallick Trust's portfolio in Q2 2026, its #12 holding.
Bawa N Mallick Trust first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
581 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.