Calton & Associates’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Calton & Associates’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	$2.87M	Buy	46,877 +1,674	+4%	+$102K	0.42%	53
2026 Q1	$2.47M	Buy	45,203 +15,358	+51%	+$882K	0.35%	67
2025 Q4	$1.77M	Buy	29,845 +18,865	+172%	+$1.11M	0.26%	77
2025 Q3	$632K	Buy	10,980 +2,986	+37%	+$163K	0.09%	191
2025 Q2	$416K	Buy	7,994 +324	+4%	+$15.4K	0.07%	232
2025 Q1	$353K	Hold	7,670	–	–	0.08%	222
2024 Q4	$383K	Buy	+7,670	New	+$378K	0.17%	133

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

Calton & Associates's XLG Position: Q2 2026 in Review

Calton & Associates increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.7% in Q2 2026, buying an estimated $102K and bringing the position to 46,877 shares worth $2.87M. The position accounts for 0.42% of the portfolio, ranked #53.

Calton & Associates first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Calton & Associates held 46,877 shares of Invesco S&P 500 Top 50 ETF worth $2.87M as of Q2 2026.
Calton & Associates bought 1,674 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $102K.
Invesco S&P 500 Top 50 ETF made up 0.42% of Calton & Associates's portfolio in Q2 2026, its #53 holding.
Calton & Associates first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.