Cerity Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cerity Partners’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	$2.55M	Sell	41,661 -1,940	-4%	-$118K	﹤0.01%	1457
2026 Q1	$2.38M	Buy	43,601 +31,883	+272%	+$1.83M	﹤0.01%	1389
2025 Q4	$695K	Sell	11,718 -2,843	-20%	-$167K	﹤0.01%	1897
2025 Q3	$838K	Buy	14,561 +876	+6%	+$47.9K	﹤0.01%	1686
2025 Q2	$713K	Sell	13,685 -70,602	-84%	-$3.36M	﹤0.01%	1687
2025 Q1	$3.88M	Buy	84,287 +75,678	+879%	+$3.73M	0.01%	830
2024 Q4	$430K	Sell	8,609 -147	-2%	-$7.24K	﹤0.01%	1846
2024 Q3	$416K	Sell	8,756 -1,398	-14%	-$64.2K	﹤0.01%	1877
2024 Q2	$465K	Buy	10,154 +1,284	+14%	+$55.1K	﹤0.01%	1574
2024 Q1	$374K	Buy	8,870 +114	+1%	+$4.58K	﹤0.01%	1743
2023 Q4	$330K	Buy	+8,756	New	+$313K	﹤0.01%	1462
2023 Q3	–	Sell	-16,770	Closed	-$587K	–	1732
2023 Q2	$587K	Buy	16,770 +9,050	+117%	+$295K	﹤0.01%	1118
2023 Q1	$239K	Sell	7,720 -120	-2%	-$3.52K	﹤0.01%	1647
2022 Q4	$216K	Hold	7,840	–	–	﹤0.01%	1306
2022 Q3	$211K	Buy	7,840 +500	+7%	+$15.1K	﹤0.01%	1037
2022 Q2	$210K	Buy	+7,340	New	+$229K	﹤0.01%	1061
2021 Q2	–	Sell	-10,790	Closed	-$320K	–	737
2021 Q1	$320K	Hold	10,790	–	–	0.01%	539
2020 Q4	$308K	Hold	10,790	–	–	0.01%	513
2020 Q3	$283K	Hold	10,790	–	–	0.01%	417
2020 Q2	$257K	Hold	10,790	–	–	0.01%	374
2020 Q1	$211K	Hold	10,790	–	–	0.01%	405
2019 Q4	$252K	Hold	10,790	–	–	0.01%	459
2019 Q3	$229K	Hold	10,790	–	–	0.01%	435
2019 Q2	$226K	Hold	10,790	–	–	0.01%	437
2019 Q1	$219K	Buy	+10,790	New	+$210K	0.01%	483
2018 Q4	–	Sell	-10,790	Closed	-$226K	–	565
2018 Q3	$226K	Hold	10,790	–	–	0.02%	487
2018 Q2	$208K	Buy	+10,790	New	+$207K	0.02%	510
2018 Q1	–	Sell	-10,790	Closed	-$205K	–	590
2017 Q4	$205K	Buy	+10,790	New	+$199K	0.01%	530

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's XLG Position: Q2 2026 in Review

Cerity Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.4% in Q2 2026, selling an estimated $118K and leaving 41,661 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Cerity Partners first reported a position in XLG in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.88M in Q1 2025. 563 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Cerity Partners held 41,661 shares of Invesco S&P 500 Top 50 ETF worth $2.55M as of Q2 2026.
Cerity Partners sold 1,940 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $118K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1457 holding.
Cerity Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2017 and has held it in 28 quarters since.
Cerity Partners's Invesco S&P 500 Top 50 ETF position peaked at $3.88M in Q1 2025.
563 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.