CWA Asset Management Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

CWA Asset Management 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	$204K	Buy	+3,334	New	+$204K	0.01%	671
2026 Q1	–	Sell	-4,354	Closed	-$258K	–	750
2025 Q4	$258K	Buy	+4,354	New	+$256K	0.01%	572

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

CWA Asset Management Group's XLG Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,334 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: CWA Asset Management Group previously reported a position in XLG as recently as Q4 2025.

CWA Asset Management Group first reported a position in XLG in Q4 2025 and has held it in 2 quarters since. The position peaked at $258K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

CWA Asset Management Group held 3,334 shares of Invesco S&P 500 Top 50 ETF worth $204K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new CWA Asset Management Group position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #671 holding.
CWA Asset Management Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 2 quarters since.
CWA Asset Management Group's Invesco S&P 500 Top 50 ETF position peaked at $258K in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.