Crescent Grove Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Crescent Grove 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	$7.2M	Hold	117,638	–	–	0.6%	42
2026 Q1	$6.42M	Hold	117,638	–	–	0.62%	39
2025 Q4	$6.97M	Hold	117,638	–	–	0.65%	32
2025 Q3	$6.77M	Hold	117,638	–	–	0.64%	35
2025 Q2	$6.13M	Sell	117,638 -1,143	-1%	-$54.4K	0.59%	36
2025 Q1	$5.47M	Sell	118,781 -1,959	-2%	-$96.7K	0.57%	36
2024 Q4	$6.03M	Sell	120,740 -1,674	-1%	-$82.4K	0.6%	37
2024 Q3	$5.82M	Sell	122,414 -1,555	-1%	-$71.5K	0.59%	34
2024 Q2	$5.67M	Hold	123,969	–	–	0.62%	34
2024 Q1	$5.22M	Sell	123,969 -6,245	-5%	-$251K	0.54%	37
2023 Q4	$4.91M	Hold	130,214	–	–	0.55%	36
2023 Q3	$4.42M	Sell	130,214 -2,796	-2%	-$98.3K	0.55%	37
2023 Q2	$4.65M	Hold	133,010	–	–	0.5%	41
2023 Q1	$4.13M	Sell	133,010 -990	-0.7%	-$29K	0.48%	40
2022 Q4	$3.7M	Sell	134,000 -12,420	-8%	-$350K	0.38%	43
2022 Q3	$3.94M	Buy	146,420 +850	+0.6%	+$25.6K	0.46%	37
2022 Q2	$4.17M	Sell	145,570 -10,020	-6%	-$312K	0.44%	37
2022 Q1	$5.47M	Hold	155,590	–	–	0.54%	33
2021 Q4	$5.74M	Sell	155,590 -950	-0.6%	-$33.9K	0.54%	35
2021 Q3	$5.17M	Buy	156,540 +8,200	+6%	+$278K	0.55%	35
2021 Q2	$4.83M	Hold	148,340	–	–	0.51%	37
2021 Q1	$4.4M	Buy	148,340 +6,800	+5%	+$198K	0.52%	34
2020 Q4	$4.04M	Buy	141,540 +102,320	+261%	+$2.79M	0.53%	35
2020 Q3	$1.03M	Buy	39,220 +5,000	+15%	+$129K	0.2%	66
2020 Q2	$814K	Buy	+34,220	New	+$765K	0.17%	69
2020 Q1	–	Sell	-8,720	Closed	-$204K	–	166
2019 Q4	$204K	Buy	+8,720	New	+$194K	0.04%	150

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

Crescent Grove Advisors's XLG Position: Q2 2026 in Review

Crescent Grove Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 117,638 shares worth $7.2M. The position accounts for 0.6% of the portfolio, ranked #42.

Crescent Grove Advisors first reported a position in XLG in Q4 2019 and has held it in 26 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Crescent Grove Advisors held 117,638 shares of Invesco S&P 500 Top 50 ETF worth $7.2M as of Q2 2026.
Crescent Grove Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.6% of Crescent Grove Advisors's portfolio in Q2 2026, its #42 holding.
Crescent Grove Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and has held it in 26 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.