Blue Trust Inc’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Blue Trust 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	$4.59K	Sell	75 -297	-80%	-$18.1K	﹤0.01%	2042
2026 Q1	$20.3K	Hold	372	–	–	﹤0.01%	1642
2025 Q4	$22K	Sell	372 -33	-8%	-$1.94K	﹤0.01%	1651
2025 Q3	$23.3K	Sell	405 -568	-58%	-$31.1K	﹤0.01%	1622
2025 Q2	$50.7K	Buy	973 +569	+141%	+$27.1K	﹤0.01%	1453
2025 Q1	$18.6K	Buy	404 +201	+99%	+$9.92K	﹤0.01%	1662
2024 Q4	$10.1K	Buy	203 +33	+19%	+$1.63K	﹤0.01%	1848
2024 Q3	$7.78K	Buy	+170	New	+$7.81K	﹤0.01%	2284

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

Blue Trust Inc's XLG Position: Q2 2026 in Review

Blue Trust Inc reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 80% in Q2 2026, selling an estimated $18.1K and leaving 75 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Blue Trust Inc first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. The position peaked at $50.7K in Q2 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Blue Trust Inc held 75 shares of Invesco S&P 500 Top 50 ETF worth $4.59K as of Q2 2026.
Blue Trust Inc sold 297 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $18.1K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2042 holding.
Blue Trust Inc first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
Blue Trust Inc's Invesco S&P 500 Top 50 ETF position peaked at $50.7K in Q2 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.