Diversified Enterprises’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Diversified Enterprises’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	$1.95M	Sell	31,890 -852	-3%	-$52K	0.09%	98
2026 Q1	$1.79M	Sell	32,742 -750	-2%	-$43.1K	0.1%	102
2025 Q4	$1.99M	Buy	33,492 +180	+0.5%	+$10.6K	0.12%	80
2025 Q3	$1.92M	Buy	33,312 +1,287	+4%	+$70.4K	0.13%	66
2025 Q2	$1.67M	Sell	32,025 -547	-2%	-$26K	0.12%	66
2025 Q1	$1.5M	Buy	32,572 +229	+0.7%	+$11.3K	0.13%	68
2024 Q4	$1.62M	Buy	32,343 +1,551	+5%	+$76.4K	0.15%	53
2024 Q3	$1.46M	Buy	+30,792	New	+$1.42M	0.16%	54

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

Diversified Enterprises's XLG Position: Q2 2026 in Review

Diversified Enterprises reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.6% in Q2 2026, selling an estimated $52K and leaving 31,890 shares worth $1.95M. The position accounts for 0.09% of the portfolio, ranked #98.

Diversified Enterprises first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.99M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Diversified Enterprises held 31,890 shares of Invesco S&P 500 Top 50 ETF worth $1.95M as of Q2 2026.
Diversified Enterprises sold 852 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $52K.
Invesco S&P 500 Top 50 ETF made up 0.09% of Diversified Enterprises's portfolio in Q2 2026, its #98 holding.
Diversified Enterprises first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's Invesco S&P 500 Top 50 ETF position peaked at $1.99M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.