Concord Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Concord Wealth Partners’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	$30.2K	Buy	+494	New	+$30.2K	﹤0.01%	431
2026 Q1	–	Sell	-759	Closed	-$45K	–	803
2025 Q4	$45K	Hold	759	–	–	0.01%	344
2025 Q3	$43.7K	Sell	759 -1,094	-59%	-$59.8K	0.01%	356
2025 Q2	$96.5K	Buy	1,853 +217	+13%	+$10.3K	0.01%	270
2025 Q1	$75.3K	Sell	1,636 -162	-9%	-$8K	0.01%	274
2024 Q4	$89.8K	Buy	1,798 +800	+80%	+$39.4K	0.01%	260
2024 Q3	$47.4K	Buy	+998	New	+$45.9K	0.01%	344
2024 Q2	–	Sell	-150	Closed	-$6.32K	–	917
2024 Q1	$6.32K	Buy	+150	New	+$6.03K	﹤0.01%	623

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

Concord Wealth Partners's XLG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 494 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XLG as recently as Q4 2025.

Concord Wealth Partners first reported a position in XLG in Q1 2024 and has held it in 8 quarters since. The position peaked at $96.5K in Q2 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Concord Wealth Partners held 494 shares of Invesco S&P 500 Top 50 ETF worth $30.2K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Concord Wealth Partners position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #431 holding.
Concord Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 8 quarters since.
Concord Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $96.5K in Q2 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.