Choreo LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Choreo LLC’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	$694K	Buy	11,338 +6	+0.1%	+$366	0.01%	809
2026 Q1	$618K	Buy	11,332 +6	+0.1%	+$345	0.01%	828
2025 Q4	$675K	Buy	11,326 +6	+0.1%	+$353	0.01%	787
2025 Q3	$651K	Buy	11,320 +95	+0.8%	+$5.2K	0.01%	808
2025 Q2	$585K	Buy	11,225 +783	+7%	+$37.2K	0.01%	814
2025 Q1	$481K	Sell	10,442 -11,397	-52%	-$562K	0.01%	855
2024 Q4	$1.1M	Sell	21,839 -1	-0%	-$49	0.02%	539
2024 Q3	$1.03M	Buy	21,840 +8,287	+61%	+$381K	0.02%	563
2024 Q2	$625K	Buy	+13,553	New	+$582K	0.01%	712

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

Choreo LLC's XLG Position: Q2 2026 in Review

Choreo LLC increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.05% in Q2 2026, buying an estimated $366 and bringing the position to 11,338 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #809.

Choreo LLC first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2024. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Choreo LLC held 11,338 shares of Invesco S&P 500 Top 50 ETF worth $694K as of Q2 2026.
Choreo LLC bought 6 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $366.
Invesco S&P 500 Top 50 ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #809 holding.
Choreo LLC first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
Choreo LLC's Invesco S&P 500 Top 50 ETF position peaked at $1.1M in Q4 2024.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.