ELCO Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

ELCO Management’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	$591K	Hold	9,650	–	–	0.25%	71
2026 Q1	$526K	Sell	9,650 -100	-1%	-$5.74K	0.25%	71
2025 Q4	$578K	Hold	9,750	–	–	0.36%	61
2025 Q3	$561K	Buy	9,750 +700	+8%	+$38.3K	0.29%	69
2025 Q2	$472K	Sell	9,050 -50	-0.5%	-$2.38K	0.25%	85
2025 Q1	$419K	Buy	9,100 +50	+0.6%	+$2.47K	0.23%	86
2024 Q4	$452K	Hold	9,050	–	–	0.24%	83
2024 Q3	$430K	Buy	9,050 +250	+3%	+$11.5K	0.23%	92
2024 Q2	$403K	Buy	+8,800	New	+$378K	0.23%	92

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

ELCO Management's XLG Position: Q2 2026 in Review

ELCO Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 9,650 shares worth $591K. The position accounts for 0.25% of the portfolio, ranked #71.

ELCO Management first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

ELCO Management held 9,650 shares of Invesco S&P 500 Top 50 ETF worth $591K as of Q2 2026.
ELCO Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.25% of ELCO Management's portfolio in Q2 2026, its #71 holding.
ELCO Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.