Elevation Capital Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Elevation Capital Advisory’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	$1.29M	Buy	+21,085	New	+$1.29M	0.5%	46
2026 Q1	–	Sell	-161,707	Closed	-$9.59M	–	88
2025 Q4	$9.59M	Buy	161,707 +33,420	+26%	+$1.96M	3.92%	6
2025 Q3	$7.38M	Sell	128,287 -40,478	-24%	-$2.21M	2.95%	15
2025 Q2	$8.79M	Buy	168,765 +159,026	+1,633%	+$7.56M	3.52%	11
2025 Q1	$448K	Sell	9,739 -61,280	-86%	-$3.02M	0.2%	48
2024 Q4	$3.55M	Buy	71,019 +65,087	+1,097%	+$3.2M	1.52%	21
2024 Q3	$282K	Sell	5,932 -333	-5%	-$15.3K	0.12%	50
2024 Q2	$287K	Buy	+6,265	New	+$269K	0.13%	37

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

Elevation Capital Advisory's XLG Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 21,085 shares worth $1.29M. The stake represents 0.5% of the portfolio and ranks #46 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in XLG as recently as Q4 2025.

Elevation Capital Advisory first reported a position in XLG in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.59M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Elevation Capital Advisory held 21,085 shares of Invesco S&P 500 Top 50 ETF worth $1.29M as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Elevation Capital Advisory position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.5% of Elevation Capital Advisory's portfolio in Q2 2026, its #46 holding.
Elevation Capital Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 8 quarters since.
Elevation Capital Advisory's Invesco S&P 500 Top 50 ETF position peaked at $9.59M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.