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

Cresta 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	$3.2M	Buy	52,247 +2,655	+5%	+$162K	1.15%	23
2026 Q1	$2.71M	Sell	49,592 -114	-0.2%	-$6.55K	1.11%	24
2025 Q4	$2.95M	Buy	49,706 +1,161	+2%	+$68.2K	1.24%	21
2025 Q3	$2.79M	Buy	48,545 +980	+2%	+$53.6K	1.25%	20
2025 Q2	$2.48M	Sell	47,565 -6,252	-12%	-$297K	1.21%	20
2025 Q1	$2.48M	Sell	53,817 -8,742	-14%	-$431K	1.28%	19
2024 Q4	$2.97M	Hold	62,559	–	–	1.55%	17
2024 Q3	$2.97M	Buy	62,559 +3,033	+5%	+$139K	1.55%	17
2024 Q2	$2.72M	Buy	59,526 +2,130	+4%	+$91.4K	1.61%	17
2024 Q1	$2.42M	Buy	57,396 +4,370	+8%	+$176K	1.53%	16
2023 Q4	$2M	Buy	53,026 +3,387	+7%	+$121K	1.33%	18
2023 Q3	$1.69M	Buy	49,639 +2,129	+4%	+$74.9K	1.31%	20
2023 Q2	$1.66M	Buy	+47,510	New	+$1.55M	1.29%	22

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

Cresta Advisors's XLG Position: Q2 2026 in Review

Cresta Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.4% in Q2 2026, buying an estimated $162K and bringing the position to 52,247 shares worth $3.2M. The position accounts for 1.15% of the portfolio, ranked #23.

Cresta Advisors first reported a position in XLG in Q2 2023 and has held it in 13 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Cresta Advisors held 52,247 shares of Invesco S&P 500 Top 50 ETF worth $3.2M as of Q2 2026.
Cresta Advisors bought 2,655 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $162K.
Invesco S&P 500 Top 50 ETF made up 1.15% of Cresta Advisors's portfolio in Q2 2026, its #23 holding.
Cresta Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and has held it in 13 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.