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

EPG Wealth 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	$42.2K	Hold	690	–	–	0.01%	235
2026 Q1	$37.6K	Hold	690	–	–	0.01%	237
2025 Q4	$40.9K	Hold	690	–	–	0.01%	233
2025 Q3	$39.7K	Hold	690	–	–	0.01%	234
2025 Q2	$35.9K	Hold	690	–	–	0.01%	237
2025 Q1	$31.8K	Sell	690 -1,408	-67%	-$69.5K	0.01%	317
2024 Q4	$105K	Sell	2,098 -200	-9%	-$9.85K	0.03%	259
2024 Q3	$109K	Buy	+2,298	New	+$106K	0.03%	263
2024 Q2	–	Hold	0	–	–	–	265

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

EPG Wealth Management's XLG Position: Q2 2026 in Review

EPG Wealth Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 690 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #235.

EPG Wealth Management first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. The position peaked at $109K in Q3 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

EPG Wealth Management held 690 shares of Invesco S&P 500 Top 50 ETF worth $42.2K as of Q2 2026.
EPG Wealth 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 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #235 holding.
EPG Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
EPG Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $109K in Q3 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.