Benjamin Edwards Inc’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Benjamin Edwards Inc’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	$719K	Buy	11,745 +221	+2%	+$13.5K	0.01%	927
2026 Q1	$629K	Sell	11,524 -156	-1%	-$8.96K	0.01%	912
2025 Q4	$693K	Buy	11,680 +18	+0.2%	+$1.06K	0.01%	842
2025 Q3	$671K	Buy	11,662 +12	+0.1%	+$656	0.01%	836
2025 Q2	$607K	Buy	11,650 +3,371	+41%	+$160K	0.01%	789
2025 Q1	$381K	Sell	8,279 -7,630	-48%	-$377K	0.01%	874
2024 Q4	$795K	Sell	15,909 -430	-3%	-$21.2K	0.01%	686
2024 Q3	$777K	Buy	+16,339	New	+$751K	0.01%	660

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

Benjamin Edwards Inc's XLG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.9% in Q2 2026, buying an estimated $13.5K and bringing the position to 11,745 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #927.

Benjamin Edwards Inc first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. The position peaked at $795K in Q4 2024. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Benjamin Edwards Inc held 11,745 shares of Invesco S&P 500 Top 50 ETF worth $719K as of Q2 2026.
Benjamin Edwards Inc bought 221 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $13.5K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #927 holding.
Benjamin Edwards Inc first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Invesco S&P 500 Top 50 ETF position peaked at $795K in Q4 2024.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.