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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
Q2 		$21M Sell
343,570
-15,888
-4% -$970K 0.08% 171
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EP Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.4% in Q2 2026, selling an estimated $970K and leaving 343,570 shares worth $21M. The position accounts for 0.08% of the portfolio, ranked #171.

EP Wealth Advisors first reported a position in XLG in Q4 2020 and has held it in 17 quarters since. The position peaked at $21.5M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • EP Wealth Advisors held 343,570 shares of Invesco S&P 500 Top 50 ETF worth $21M as of Q2 2026.
  • EP Wealth Advisors sold 15,888 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $970K.
  • Invesco S&P 500 Top 50 ETF made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • EP Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and has held it in 17 quarters since.
  • EP Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $21.5M in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.