Cambridge Investment Research Advisors
XLG icon

Cambridge Investment Research Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cambridge Investment Research 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 		$16.9M Sell
276,509
-27,339
-9% -$1.67M 0.04% 472
2026
Q1 		$16.6M Sell
303,848
-54,485
-15% -$3.13M 0.04% 430
2025
Q4 		$21.2M Sell
358,333
-1,553
-0.4% -$91.3K 0.06% 348
2025
Q3 		$20.7M Sell
359,886
-23,006
-6% -$1.26M 0.06% 335
2025
Q2 		$19.9M Sell
382,892
-162,942
-30% -$7.75M 0.06% 315
2025
Q1 		$25.1M Sell
545,834
-23,340
-4% -$1.15M 0.08% 239
2024
Q4 		$28.4M Buy
569,174
+96,227
+20% +$4.74M 0.1% 199
2024
Q3 		$22.5M Sell
472,947
-73,951
-14% -$3.4M 0.08% 253
2024
Q2 		$25M Buy
546,898
+266,719
+95% +$11.4M 0.09% 203
2024
Q1 		$11.8M Buy
280,179
+56,881
+25% +$2.29M 0.05% 390
2023
Q4 		$8.42M Buy
223,298
+39,663
+22% +$1.42M 0.04% 471
2023
Q3 		$6.24M Sell
183,635
-10,785
-6% -$379K 0.03% 562
2023
Q2 		$6.8M Buy
194,420
+74,220
+62% +$2.42M 0.03% 517
2023
Q1 		$3.73M Sell
120,200
-9,310
-7% -$273K 0.02% 770
2022
Q4 		$3.57M Sell
129,510
-8,190
-6% -$231K 0.02% 764
2022
Q3 		$3.71M Sell
137,700
-16,750
-11% -$505K 0.02% 699
2022
Q2 		$4.43M Buy
154,450
+32,630
+27% +$1.02M 0.02% 635
2022
Q1 		$4.28M Sell
121,820
-359,230
-75% -$12.4M 0.02% 708
2021
Q4 		$17.8M Buy
481,050
+414,280
+620% +$14.8M 0.08% 238
2021
Q3 		$2.2M Buy
66,770
+4,570
+7% +$155K 0.01% 1045
2021
Q2 		$2.02M Sell
62,200
-5,920
-9% -$186K 0.01% 1116
2021
Q1 		$2.02M Sell
68,120
-87,890
-56% -$2.56M 0.01% 1003
2020
Q4 		$4.45M Sell
156,010
-4,460
-3% -$121K 0.03% 571
2020
Q3 		$4.2M Buy
160,470
+91,730
+133% +$2.37M 0.03% 521
2020
Q2 		$1.64M Buy
68,740
+38,910
+130% +$870K 0.01% 860
2020
Q1 		$583K Sell
29,830
-13,650
-31% -$308K 0.01% 1278
2019
Q4 		$1.01M Sell
43,480
-1,390
-3% -$30.9K 0.01% 1141
2019
Q3 		$953K Buy
44,870
+4,300
+11% +$91.2K 0.01% 1099
2019
Q2 		$851K Buy
40,570
+9,310
+30% +$193K 0.01% 1112
2019
Q1 		$634K Buy
31,260
+6,340
+25% +$123K 0.01% 1323
2018
Q4 		$448K Sell
24,920
-2,210
-8% -$42.9K 0.01% 1392
2018
Q3 		$568K Sell
27,130
-55,370
-67% -$1.13M 0.01% 1367
2018
Q2 		$1.59M Sell
82,500
-21,460
-21% -$412K 0.02% 739
2018
Q1 		$1.94M Buy
103,960
+37,380
+56% +$728K 0.02% 636
2017
Q4 		$1.26M Buy
66,580
+29,880
+81% +$552K 0.01% 801
2017
Q3 		$653K Buy
36,700
+4,190
+13% +$73.4K 0.01% 1074
2017
Q2 		$556K Buy
32,510
+11,800
+57% +$200K 0.01% 1139
2017
Q1 		$346K Buy
+20,710
New +$340K 0.01% 1280
2015
Q3 		– Sell
-15,230
Closed -$216K – 1596
2015
Q2 		$216K Sell
15,230
-1,970
-11% -$28.4K 0.01% 1242
2015
Q1 		$241K Sell
17,200
-2,060
-11% -$29.2K 0.01% 1156
2014
Q4 		$273K Buy
19,260
+2,260
+13% +$31.7K 0.01% 1054
2014
Q3 		$235K Buy
17,000
+10
+0.1% +$137 0.01% 1216
2014
Q2 		$229K Sell
16,990
-1,680
-9% -$22.2K 0.01% 1133
2014
Q1 		$242K Buy
+18,670
New +$238K 0.01% 1053

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors's XLG Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 9% in Q2 2026, selling an estimated $1.67M and leaving 276,509 shares worth $16.9M. The position accounts for 0.04% of the portfolio, ranked #472.

Cambridge Investment Research Advisors first reported a position in XLG in Q1 2014 and has held it in 44 quarters since. The position peaked at $28.4M in Q4 2024. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Cambridge Investment Research Advisors held 276,509 shares of Invesco S&P 500 Top 50 ETF worth $16.9M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 27,339 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.67M.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #472 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2014 and has held it in 44 quarters since.
  • Cambridge Investment Research Advisors's Invesco S&P 500 Top 50 ETF position peaked at $28.4M in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.