Copia Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Copia Wealth Management’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	$2.22M	Sell	36,210 -1,951	-5%	-$119K	1.33%	22
2026 Q1	$2.08M	Sell	38,161 -19,336	-34%	-$1.11M	1.43%	18
2025 Q4	$3.41M	Sell	57,497 -4,089	-7%	-$240K	2.44%	12
2025 Q3	$3.54M	Sell	61,586 -69	-0.1%	-$3.77K	2.63%	9
2025 Q2	$3.21M	Sell	61,655 -4,262	-6%	-$203K	2.71%	10
2025 Q1	$3.03M	Sell	65,917 -434	-0.7%	-$21.4K	2.81%	9
2024 Q4	$3.31M	Buy	+66,351	New	+$3.27M	3.15%	8

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

Copia Wealth Management's XLG Position: Q2 2026 in Review

Copia Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.1% in Q2 2026, selling an estimated $119K and leaving 36,210 shares worth $2.22M. The position accounts for 1.33% of the portfolio, ranked #22.

Copia Wealth Management first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.54M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Copia Wealth Management held 36,210 shares of Invesco S&P 500 Top 50 ETF worth $2.22M as of Q2 2026.
Copia Wealth Management sold 1,951 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $119K.
Invesco S&P 500 Top 50 ETF made up 1.33% of Copia Wealth Management's portfolio in Q2 2026, its #22 holding.
Copia Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $3.54M in Q3 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.