Crews Bank & Trust’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Crews Bank & Trust’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	$107K	Hold	1,750	–	–	0.01%	291
2026 Q1	$95.5K	Hold	1,750	–	–	0.01%	293
2025 Q4	$104K	Hold	1,750	–	–	0.01%	275
2025 Q3	$101K	Hold	1,750	–	–	0.01%	281
2025 Q2	$91.2K	Hold	1,750	–	–	0.01%	290
2025 Q1	$80.5K	Hold	1,750	–	–	0.01%	298
2024 Q4	$87.4K	Buy	+1,750	New	+$86.2K	0.01%	284

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

Crews Bank & Trust's XLG Position: Q2 2026 in Review

Crews Bank & Trust held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 1,750 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #291.

Crews Bank & Trust first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Crews Bank & Trust held 1,750 shares of Invesco S&P 500 Top 50 ETF worth $107K as of Q2 2026.
Crews Bank & Trust left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #291 holding.
Crews Bank & Trust first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.