BlueChip Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

BlueChip Wealth 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	$307K	Hold	5,021	–	–	0.12%	137
2026 Q1	$274K	Sell	5,021 -1,342	-21%	-$77.1K	0.12%	126
2025 Q4	$377K	Sell	6,363 -1,342	-17%	-$78.9K	0.16%	106
2025 Q3	$443K	Sell	7,705 -11,390	-60%	-$623K	0.19%	86
2025 Q2	$995K	Sell	19,095 -11,609	-38%	-$552K	0.44%	49
2025 Q1	$1.41M	Buy	30,704 +16,711	+119%	+$825K	0.69%	34
2024 Q4	$699K	Buy	+13,993	New	+$689K	0.39%	55

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

BlueChip Wealth Advisors's XLG Position: Q2 2026 in Review

BlueChip Wealth Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 5,021 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #137.

BlueChip Wealth Advisors first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q1 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

BlueChip Wealth Advisors held 5,021 shares of Invesco S&P 500 Top 50 ETF worth $307K as of Q2 2026.
BlueChip Wealth Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.12% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #137 holding.
BlueChip Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
BlueChip Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.41M in Q1 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.