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

Concurrent Investment 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	$9.09M	Buy	148,505 +7,320	+5%	+$447K	0.08%	283
2026 Q1	$7.7M	Sell	141,185 -61,152	-30%	-$3.51M	0.08%	258
2025 Q4	$12M	Buy	202,337 +46,306	+30%	+$2.72M	0.14%	160
2025 Q3	$8.97M	Buy	156,031 +15,446	+11%	+$845K	0.15%	135
2025 Q2	$7.32M	Buy	140,585 +61,598	+78%	+$2.93M	0.14%	155
2025 Q1	$3.63M	Sell	78,987 -37,569	-32%	-$1.85M	0.09%	238
2024 Q4	$5.82M	Buy	116,556 +50,322	+76%	+$2.48M	0.16%	137
2024 Q3	$3.15M	Buy	66,234 +11,317	+21%	+$520K	0.09%	224
2024 Q2	$2.51M	Buy	54,917 +832	+2%	+$35.7K	0.08%	231
2024 Q1	$2.28M	Buy	54,085 +6,849	+14%	+$275K	0.09%	229
2023 Q4	$1.78M	Buy	+47,236	New	+$1.69M	0.08%	247

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

Concurrent Investment Advisors's XLG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.2% in Q2 2026, buying an estimated $447K and bringing the position to 148,505 shares worth $9.09M. The position accounts for 0.08% of the portfolio, ranked #283.

Concurrent Investment Advisors first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $12M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Concurrent Investment Advisors held 148,505 shares of Invesco S&P 500 Top 50 ETF worth $9.09M as of Q2 2026.
Concurrent Investment Advisors bought 7,320 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $447K.
Invesco S&P 500 Top 50 ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #283 holding.
Concurrent Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $12M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.