Cassaday & Co Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cassaday & Co Wealth 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	$884K	Buy	14,433 +7,876	+120%	+$481K	0.02%	167
2026 Q1	$358K	Hold	6,557	–	–	0.01%	269
2025 Q4	$389K	Buy	6,557 +535	+9%	+$31.4K	0.01%	248
2025 Q3	$346K	Buy	6,022 +1,000	+20%	+$54.7K	0.01%	255
2025 Q2	$262K	Buy	+5,022	New	+$239K	0.01%	293

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

Cassaday & Co Wealth Management's XLG Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 120% in Q2 2026, buying an estimated $481K and bringing the position to 14,433 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #167.

Cassaday & Co Wealth Management first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Cassaday & Co Wealth Management held 14,433 shares of Invesco S&P 500 Top 50 ETF worth $884K as of Q2 2026.
Cassaday & Co Wealth Management bought 7,876 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $481K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #167 holding.
Cassaday & Co Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.