Commonwealth Equity Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Commonwealth Equity Services’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	$17.8M	Sell	291,213 -25,911	-8%	-$1.58M	0.02%	644
2026 Q1	$17.3M	Sell	317,124 -42,627	-12%	-$2.45M	0.02%	624
2025 Q4	$21.3M	Sell	359,751 -60,552	-14%	-$3.56M	0.03%	536
2025 Q3	$24.2M	Sell	420,303 -62,222	-13%	-$3.4M	0.03%	496
2025 Q2	$25.1M	Buy	482,525 +78,855	+20%	+$3.75M	0.03%	503
2025 Q1	$18.6M	Sell	403,670 -57,859	-13%	-$2.86M	0.03%	592
2024 Q4	$23.1M	Buy	461,529 +52,900	+13%	+$2.6M	0.03%	479
2024 Q3	$19.4M	Buy	408,629 +50,509	+14%	+$2.32M	0.03%	528
2024 Q2	$16.4M	Buy	358,120 +107,903	+43%	+$4.63M	0.03%	586
2024 Q1	$10.5M	Buy	250,217 +75,267	+43%	+$3.03M	0.02%	767
2023 Q4	$6.6M	Sell	174,950 -9,362	-5%	-$334K	0.01%	943
2023 Q3	$6.26M	Buy	184,312 +17,422	+10%	+$613K	0.01%	908
2023 Q2	$5.84M	Buy	166,890 +20,400	+14%	+$665K	0.01%	949
2023 Q1	$4.55M	Sell	146,490 -96,180	-40%	-$2.82M	0.01%	1052
2022 Q4	$6.7M	Sell	242,670 -22,030	-8%	-$622K	0.02%	820
2022 Q3	$7.13M	Buy	264,700 +34,270	+15%	+$1.03M	0.02%	731
2022 Q2	$6.6M	Sell	230,430 -59,820	-21%	-$1.86M	0.02%	768
2022 Q1	$10.2M	Buy	290,250 +43,830	+18%	+$1.51M	0.02%	616
2021 Q4	$9.1M	Buy	246,420 +5,850	+2%	+$209K	0.02%	641
2021 Q3	$7.94M	Buy	240,570 +5,140	+2%	+$174K	0.02%	657
2021 Q2	$7.66M	Sell	235,430 -13,510	-5%	-$424K	0.02%	660
2021 Q1	$7.38M	Sell	248,940 -53,030	-18%	-$1.54M	0.02%	615
2020 Q4	$8.61M	Buy	301,970 +9,850	+3%	+$268K	0.03%	527
2020 Q3	$7.65M	Sell	292,120 -4,710	-2%	-$122K	0.03%	517
2020 Q2	$7.06M	Buy	296,830 +168,490	+131%	+$3.77M	0.03%	512
2020 Q1	$2.51M	Buy	128,340 +79,130	+161%	+$1.78M	0.01%	792
2019 Q4	$1.15M	Buy	49,210 +160	+0.3%	+$3.56K	﹤0.01%	1335
2019 Q3	$1.04M	Sell	49,050 -8,800	-15%	-$187K	﹤0.01%	1346
2019 Q2	$1.21M	Sell	57,850 -3,310	-5%	-$68.6K	0.01%	1236
2019 Q1	$1.24M	Sell	61,160 -4,690	-7%	-$91.1K	0.01%	1172
2018 Q4	$1.18M	Sell	65,850 -3,030	-4%	-$58.8K	0.01%	1107
2018 Q3	$1.44M	Buy	68,880 +1,220	+2%	+$24.9K	0.01%	1098
2018 Q2	$1.3M	Sell	67,660 -150	-0.2%	-$2.88K	0.01%	1138
2018 Q1	$1.27M	Sell	67,810 -1,270	-2%	-$24.7K	0.01%	1118
2017 Q4	$1.31M	Sell	69,080 -310	-0.4%	-$5.73K	0.01%	1082
2017 Q3	$1.24M	Buy	69,390 +750	+1%	+$13.1K	0.01%	1071
2017 Q2	$1.18M	Sell	68,640 -9,400	-12%	-$160K	0.01%	1064
2017 Q1	$1.3M	Sell	78,040 -52,180	-40%	-$856K	0.01%	982
2016 Q4	$2.05M	Buy	130,220 +2,090	+2%	+$32.1K	0.02%	702
2016 Q3	$1.96M	Buy	128,130 +1,310	+1%	+$20K	0.02%	694
2016 Q2	$1.87M	Buy	126,820 +6,360	+5%	+$93.2K	0.02%	677
2016 Q1	$1.75M	Sell	120,460 -14,160	-11%	-$197K	0.02%	696
2015 Q4	$1.95M	Buy	134,620 +43,310	+47%	+$625K	0.02%	632
2015 Q3	$1.21M	Sell	91,310 -1,470	-2%	-$20.6K	0.01%	806
2015 Q2	$1.31M	Buy	92,780 +620	+0.7%	+$8.94K	0.01%	813
2015 Q1	$1.29M	Sell	92,160 -8,540	-8%	-$121K	0.01%	819
2014 Q4	$1.43M	Buy	100,700 +4,920	+5%	+$68.9K	0.02%	721
2014 Q3	$1.32M	Sell	95,780 -520	-0.5%	-$7.15K	0.02%	725
2014 Q2	$1.3M	Sell	96,300 -30	-0%	-$396	0.02%	735
2014 Q1	$1.25M	Sell	96,330 -108,050	-53%	-$1.38M	0.02%	693
2013 Q4	$2.65M	Buy	204,380 +38,590	+23%	+$479K	0.04%	388
2013 Q3	$1.94M	Buy	165,790 +6,040	+4%	+$71.3K	0.03%	457
2013 Q2	$1.82M	Buy	+159,750	New	+$1.83M	0.03%	447

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

Commonwealth Equity Services's XLG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.2% in Q2 2026, selling an estimated $1.58M and leaving 291,213 shares worth $17.8M. The position accounts for 0.02% of the portfolio, ranked #644.

Commonwealth Equity Services first reported a position in XLG in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.1M in Q2 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Commonwealth Equity Services held 291,213 shares of Invesco S&P 500 Top 50 ETF worth $17.8M as of Q2 2026.
Commonwealth Equity Services sold 25,911 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.58M.
Invesco S&P 500 Top 50 ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #644 holding.
Commonwealth Equity Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's Invesco S&P 500 Top 50 ETF position peaked at $25.1M in Q2 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.