Belpointe Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Belpointe Asset 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	$212K	Buy	+3,457	New	+$211K	0.01%	1051
2026 Q1	–	Sell	-19,746	Closed	-$1.17M	–	1198
2025 Q4	$1.17M	Sell	19,746 -618	-3%	-$36.3K	0.04%	364
2025 Q3	$1.17M	Buy	20,364 +15,067	+284%	+$824K	0.04%	360
2025 Q2	$276K	Sell	5,297 -964	-15%	-$45.9K	0.01%	780
2025 Q1	$288K	Sell	6,261 -37,080	-86%	-$1.83M	0.02%	739
2024 Q4	$2.02M	Sell	43,341 -23,146	-35%	-$1.14M	0.12%	169
2024 Q3	$3.16M	Buy	66,487 +61,669	+1,280%	+$2.83M	0.19%	104
2024 Q2	$220K	Sell	4,818 -220	-4%	-$9.44K	0.02%	694
2024 Q1	$212K	Sell	5,038 -507	-9%	-$20.4K	0.02%	725
2023 Q4	$209K	Sell	5,545 -571	-9%	-$20.4K	0.02%	650
2023 Q3	$208K	Buy	6,116 +316	+5%	+$11.1K	0.02%	591
2023 Q2	$203K	Sell	5,800 -8,090	-58%	-$264K	0.02%	568
2023 Q1	$431K	Sell	13,890 -11,460	-45%	-$336K	0.02%	612
2022 Q4	$700K	Sell	25,350 -710	-3%	-$20K	0.04%	402
2022 Q3	$701K	Sell	26,060 -3,330	-11%	-$100K	0.05%	394
2022 Q2	$842K	Sell	29,390 -9,530	-24%	-$297K	0.06%	336
2022 Q1	$1.37M	Buy	38,920 +11,310	+41%	+$389K	0.08%	254
2021 Q4	$1.02M	Buy	27,610 +23,150	+519%	+$825K	0.06%	311
2021 Q3	$148K	Sell	4,460 -360	-7%	-$12.2K	0.01%	983
2021 Q2	$157K	Sell	4,820 -310	-6%	-$9.72K	0.01%	933
2021 Q1	$152K	Buy	5,130 +20	+0.4%	+$583	0.01%	849
2020 Q4	$146K	Sell	5,110 -6,030	-54%	-$164K	0.01%	811
2020 Q3	$291K	Buy	11,140 +920	+9%	+$23.8K	0.03%	447
2020 Q2	$243K	Sell	10,220 -3,800	-27%	-$85K	0.03%	473
2020 Q1	$274K	Buy	+14,020	New	+$316K	0.05%	363

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

Belpointe Asset Management's XLG Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,457 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #1051 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in XLG as recently as Q4 2025.

Belpointe Asset Management first reported a position in XLG in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.16M in Q3 2024. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Belpointe Asset Management held 3,457 shares of Invesco S&P 500 Top 50 ETF worth $212K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Belpointe Asset Management position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1051 holding.
Belpointe Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and has held it in 25 quarters since.
Belpointe Asset Management's Invesco S&P 500 Top 50 ETF position peaked at $3.16M in Q3 2024.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.