Claro Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Claro 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	$2.08M	Buy	33,910 +762	+2%	+$46.5K	0.22%	80
2026 Q1	$1.81M	Buy	33,148 +4,208	+15%	+$242K	0.22%	83
2025 Q4	$1.72M	Buy	28,940 +4,170	+17%	+$245K	0.23%	85
2025 Q3	$1.42M	Sell	24,770 -4,643	-16%	-$254K	0.21%	93
2025 Q2	$1.53M	Buy	29,413 +7,032	+31%	+$334K	0.25%	85
2025 Q1	$1.03M	Buy	22,381 +15,328	+217%	+$756K	0.14%	140
2024 Q4	$352K	Sell	7,053 -461	-6%	-$22.7K	0.05%	318
2024 Q3	$357K	Buy	+7,514	New	+$345K	0.05%	338

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

Claro Advisors's XLG Position: Q2 2026 in Review

Claro Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.3% in Q2 2026, buying an estimated $46.5K and bringing the position to 33,910 shares worth $2.08M. The position accounts for 0.22% of the portfolio, ranked #80.

Claro Advisors first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Claro Advisors held 33,910 shares of Invesco S&P 500 Top 50 ETF worth $2.08M as of Q2 2026.
Claro Advisors bought 762 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $46.5K.
Invesco S&P 500 Top 50 ETF made up 0.22% of Claro Advisors's portfolio in Q2 2026, its #80 holding.
Claro Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.