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

EP 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 Q1	$19.6M	Sell	359,458 -2,968	-0.8%	-$170K	0.1%	137
2025 Q4	$21.5M	Buy	+362,426	New	+$21.3M	0.11%	122
2025 Q2	$14.8M	Buy	283,259 +258,892	+1,062%	+$12.3M	0.1%	147
2025 Q1	$1.12M	Sell	24,367 -6,007	-20%	-$296K	0.01%	475
2024 Q4	$1.52M	Buy	30,374 +14,813	+95%	+$729K	0.01%	409
2024 Q3	$740K	Buy	15,561 +7	+0%	+$322	0.01%	577
2024 Q2	$712K	Buy	15,554 +3,788	+32%	+$163K	0.01%	460
2024 Q1	$496K	Buy	11,766 +7,595	+182%	+$305K	0.01%	510
2023 Q4	$157K	Sell	4,171 -154	-4%	-$5.5K	﹤0.01%	744
2023 Q3	$147K	Sell	4,325 -16,927,865	-100%	-$595M	﹤0.01%	698
2023 Q2	$382K	Buy	16,932,190 +14,035,440	+485%	+$457M	0.01%	514
2023 Q1	$9.31M	Buy	2,896,750 +2,892,400	+66,492%	+$84.8M	0.16%	95
2022 Q4	$120K	Buy	+4,350	New	+$123K	﹤0.01%	587
2022 Q3	–	Sell	-4,160	Closed	-$119K	–	658
2022 Q2	$119K	Hold	4,160	–	–	﹤0.01%	625
2022 Q1	$146K	Buy	+4,160	New	+$143K	﹤0.01%	602
2021 Q1	–	Sell	-4,350	Closed	-$124K	–	525
2020 Q4	$124K	Buy	+4,350	New	+$118K	﹤0.01%	442

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's XLG Position: Q1 2026 in Review

EP Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.82% in Q1 2026, selling an estimated $170K and leaving 359,458 shares worth $19.6M. The position accounts for 0.1% of the portfolio, ranked #137.

EP Wealth Advisors first reported a position in XLG in Q4 2020 and has held it in 16 quarters since. The position peaked at $21.5M in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

EP Wealth Advisors held 359,458 shares of Invesco S&P 500 Top 50 ETF worth $19.6M as of Q1 2026.
EP Wealth Advisors sold 2,968 Invesco S&P 500 Top 50 ETF shares in Q1 2026, an estimated $170K.
Invesco S&P 500 Top 50 ETF made up 0.1% of EP Wealth Advisors's portfolio in Q1 2026, its #137 holding.
EP Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and has held it in 16 quarters since.
EP Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $21.5M in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.