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

Clearstead 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	$53M	Sell	865,654 -9,185	-1%	-$561K	0.5%	46
2026 Q1	$47.7M	Sell	874,839 -12,040	-1%	-$692K	0.44%	51
2025 Q4	$52.6M	Sell	886,879 -9,746	-1%	-$573K	0.66%	34
2025 Q3	$51.6M	Sell	896,625 -20,332	-2%	-$1.11M	0.68%	32
2025 Q2	$47.8M	Sell	916,957 -19,524	-2%	-$929K	0.67%	33
2025 Q1	$43.1M	Sell	936,481 -43,427	-4%	-$2.14M	0.67%	33
2024 Q4	$49M	Sell	979,908 -16,201	-2%	-$798K	0.74%	32
2024 Q3	$47.3M	Sell	996,109 -478,519	-32%	-$22M	0.73%	30
2024 Q2	$67.5M	Buy	+1,474,628	New	+$63.3M	1.15%	13

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

Clearstead Advisors's XLG Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1% in Q2 2026, selling an estimated $561K and leaving 865,654 shares worth $53M. The position accounts for 0.5% of the portfolio, ranked #46.

Clearstead Advisors first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $67.5M in Q2 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Clearstead Advisors held 865,654 shares of Invesco S&P 500 Top 50 ETF worth $53M as of Q2 2026.
Clearstead Advisors sold 9,185 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $561K.
Invesco S&P 500 Top 50 ETF made up 0.5% of Clearstead Advisors's portfolio in Q2 2026, its #46 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Invesco S&P 500 Top 50 ETF position peaked at $67.5M in Q2 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.