Berbice Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Berbice Capital 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	–	Sell	-215	Closed	-$12.7K	–	163
2026 Q1	$12.7K	Hold	215	–	–	0.01%	132
2025 Q4	$12.7K	Sell	215 -409	-66%	-$24K	0.01%	126
2025 Q3	$35.9K	Hold	624	–	–	0.02%	108
2025 Q2	$32.5K	Sell	624 -8,900	-93%	-$423K	0.02%	104
2025 Q1	$438K	Buy	9,524 +1,931	+25%	+$95.3K	0.38%	30
2024 Q4	$379K	Buy	+7,593	New	+$374K	0.3%	34

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

Berbice Capital Management's XLG Position: Q2 2026 in Review

Berbice Capital Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 215 shares — an estimated $12.7K sold.

Berbice Capital Management first reported a position in XLG in Q4 2024 and held it in 6 quarters. The position peaked at $438K in Q1 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Berbice Capital Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Berbice Capital Management sold 215 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $12.7K.
Berbice Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 6 quarters.
Berbice Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $438K in Q1 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.