Emergent Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Emergent Wealth Advisors’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	–	Sell	-6,729	Closed	-$367K	–	132
2026 Q1	$367K	Sell	6,729 -11,638	-63%	-$668K	0.22%	84
2025 Q4	$1.09M	Buy	18,367 +5,402	+42%	+$318K	0.61%	36
2025 Q3	$746K	Buy	12,965 +2,300	+22%	+$126K	0.43%	45
2025 Q2	$556K	Buy	10,665 +1,207	+13%	+$57.4K	0.35%	56
2025 Q1	$435K	Sell	9,458 -1,777	-16%	-$87.7K	0.32%	62
2024 Q4	$561K	Buy	11,235 +1,443	+15%	+$71K	0.41%	45
2024 Q3	$465K	Buy	+9,792	New	+$450K	0.34%	56

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

Emergent Wealth Advisors's XLG Position: Q2 2026 in Review

Emergent Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 6,729 shares — an estimated $367K sold.

Emergent Wealth Advisors first reported a position in XLG in Q3 2024 and held it in 7 quarters. The position peaked at $1.09M in Q4 2025. 581 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Emergent Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 6,729 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $367K.
Emergent Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 7 quarters.
Emergent Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.09M in Q4 2025.
581 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.