Cetera Investment Advisers’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cetera Investment Advisers’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	$45.7M	Buy	746,104 +53,627	+8%	+$3.27M	0.04%	436
2026 Q1	$37.8M	Sell	692,477 -73,620	-10%	-$4.23M	0.04%	458
2025 Q4	$45.4M	Buy	766,097 +111,468	+17%	+$6.55M	0.05%	376
2025 Q3	$37.7M	Buy	654,629 +121,793	+23%	+$6.66M	0.04%	413
2025 Q2	$27.8M	Buy	532,836 +341	+0.1%	+$16.2K	0.05%	403
2025 Q1	$24.5M	Buy	532,495 +169,886	+47%	+$8.38M	0.05%	398
2024 Q4	$18.1M	Buy	362,609 +74,481	+26%	+$3.67M	0.04%	462
2024 Q3	$13.7M	Buy	288,128 +36,688	+15%	+$1.69M	0.03%	566
2024 Q2	$11.5M	Buy	251,440 +69,107	+38%	+$2.97M	0.03%	613
2024 Q1	$7.68M	Buy	182,333 +153,250	+527%	+$6.16M	0.02%	772
2023 Q4	$1.1M	Buy	29,083 +6,749	+30%	+$241K	0.01%	1058
2023 Q3	$758K	Buy	22,334 +1,304	+6%	+$45.9K	0.01%	1193
2023 Q2	$736K	Buy	21,030 +3,490	+20%	+$114K	0.01%	1225
2023 Q1	$545K	Sell	17,540 -740	-4%	-$21.7K	﹤0.01%	1379
2022 Q4	$504K	Sell	18,280 -220	-1%	-$6.21K	﹤0.01%	1368
2022 Q3	$498K	Sell	18,500 -1,720	-9%	-$51.9K	0.01%	986
2022 Q2	$579K	Buy	20,220 +3,390	+20%	+$106K	0.01%	1016
2022 Q1	$592K	Buy	16,830 +370	+2%	+$12.7K	0.01%	1063
2021 Q4	$608K	Buy	16,460 +2,730	+20%	+$97.3K	0.01%	1071
2021 Q3	$453K	Sell	13,730 -640	-4%	-$21.7K	0.01%	1203
2021 Q2	$468K	Buy	14,370 +2,970	+26%	+$93.1K	0.01%	1159
2021 Q1	$338K	Sell	11,400 -4,870	-30%	-$142K	0.01%	1192
2020 Q4	$464K	Buy	16,270 +2,870	+21%	+$78.1K	0.01%	993
2020 Q3	$351K	Sell	13,400 -1,070	-7%	-$27.6K	0.03%	462
2020 Q2	$344K	Sell	14,470 -450	-3%	-$10.1K	0.03%	442
2020 Q1	$292K	Sell	14,920 -4,080	-21%	-$91.9K	0.04%	407
2019 Q4	$444K	Sell	19,000 -360	-2%	-$8K	0.04%	364
2019 Q3	$410K	Buy	19,360 +620	+3%	+$13.1K	0.05%	338
2019 Q2	$390K	Sell	18,740 -320	-2%	-$6.63K	0.05%	338
2019 Q1	$387K	Buy	19,060 +440	+2%	+$8.54K	0.05%	323
2018 Q4	$333K	Sell	18,620 -1,780	-9%	-$34.5K	0.05%	321
2018 Q3	$425K	Buy	20,400 +2,250	+12%	+$45.9K	0.06%	299
2018 Q2	$349K	Buy	+18,150	New	+$348K	0.06%	304
2018 Q1	–	Sell	-14,790	Closed	-$282K	–	432
2017 Q4	$282K	Buy	14,790 +3,200	+28%	+$59.1K	0.05%	328
2017 Q3	$205K	Buy	+11,590	New	+$203K	0.05%	371

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

Cetera Investment Advisers's XLG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 7.7% in Q2 2026, buying an estimated $3.27M and bringing the position to 746,104 shares worth $45.7M. The position accounts for 0.04% of the portfolio, ranked #436.

Cetera Investment Advisers first reported a position in XLG in Q3 2017 and has held it in 35 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Cetera Investment Advisers held 746,104 shares of Invesco S&P 500 Top 50 ETF worth $45.7M as of Q2 2026.
Cetera Investment Advisers bought 53,627 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $3.27M.
Invesco S&P 500 Top 50 ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #436 holding.
Cetera Investment Advisers first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2017 and has held it in 35 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.