Beacon Pointe Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Beacon Pointe 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	$1.27M	Sell	20,798 -2,019	-9%	-$123K	0.01%	936
2026 Q1	$1.24M	Buy	22,817 +862	+4%	+$49.5K	0.01%	914
2025 Q4	$1.3M	Sell	21,955 -392	-2%	-$23K	0.01%	745
2025 Q3	$1.29M	Buy	22,347 +3,885	+21%	+$212K	0.01%	674
2025 Q2	$962K	Sell	18,462 -2,066	-10%	-$98.3K	0.01%	685
2025 Q1	$945K	Buy	20,528 +3,718	+22%	+$183K	0.01%	656
2024 Q4	$840K	Buy	16,810 +2,377	+16%	+$117K	0.01%	689
2024 Q3	$686K	Buy	14,433 +500	+4%	+$23K	0.01%	742
2024 Q2	$637K	Buy	13,933 +7,621	+121%	+$327K	0.01%	797
2024 Q1	$266K	Buy	+6,312	New	+$254K	﹤0.01%	1149

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

Beacon Pointe Advisors's XLG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.8% in Q2 2026, selling an estimated $123K and leaving 20,798 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #936.

Beacon Pointe Advisors first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Beacon Pointe Advisors held 20,798 shares of Invesco S&P 500 Top 50 ETF worth $1.27M as of Q2 2026.
Beacon Pointe Advisors sold 2,019 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $123K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #936 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
Beacon Pointe Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.3M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.