Cornerstone Wealth Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cornerstone Wealth Group’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	$4.58M	Sell	74,788 -300	-0.4%	-$18.3K	0.27%	96
2026 Q1	$4.47M	Buy	75,088 +66,958	+824%	+$3.85M	0.29%	97
2025 Q4	$482K	Hold	8,130	–	–	0.03%	215
2025 Q3	$468K	Hold	8,130	–	–	0.03%	209
2025 Q2	$424K	Hold	8,130	–	–	0.03%	201
2025 Q1	$374K	Hold	8,130	–	–	0.03%	196
2024 Q4	$406K	Hold	8,130	–	–	0.03%	182
2024 Q3	$386K	Hold	8,130	–	–	0.03%	188
2024 Q2	$372K	Hold	8,130	–	–	0.03%	180
2024 Q1	$343K	Buy	+8,130	New	+$327K	0.03%	182

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

Cornerstone Wealth Group's XLG Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.4% in Q2 2026, selling an estimated $18.3K and leaving 74,788 shares worth $4.58M. The position accounts for 0.27% of the portfolio, ranked #96.

Cornerstone Wealth Group first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Cornerstone Wealth Group held 74,788 shares of Invesco S&P 500 Top 50 ETF worth $4.58M as of Q2 2026.
Cornerstone Wealth Group sold 300 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $18.3K.
Invesco S&P 500 Top 50 ETF made up 0.27% of Cornerstone Wealth Group's portfolio in Q2 2026, its #96 holding.
Cornerstone Wealth Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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