EH
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Equitable Holdings’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Equitable Holdings’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 		$19.5M Sell
318,702
-39,158
-11% -$2.39M 0.12% 165
2026
Q1 		$21.2M Buy
357,860
+25,522
+8% +$1.47M 0.14% 143
2025
Q4 		$19.7M Sell
332,338
-530
-0.2% -$31.2K 0.13% 141
2025
Q3 		$19.1M Buy
332,868
+70,404
+27% +$3.85M 0.14% 132
2025
Q2 		$13.7M Sell
262,464
-18,128
-6% -$862K 0.11% 159
2025
Q1 		$12.9M Buy
280,592
+99,082
+55% +$4.89M 0.12% 149
2024
Q4 		$9.07M Buy
181,510
+48,920
+37% +$2.41M 0.09% 191
2024
Q3 		$6.3M Buy
132,590
+12,306
+10% +$566K 0.06% 237
2024
Q2 		$5.5M Buy
120,284
+4,578
+4% +$196K 0.06% 245
2024
Q1 		$4.87M Buy
115,706
+15,407
+15% +$620K 0.05% 246
2023
Q4 		$3.78M Buy
100,299
+12,736
+15% +$455K 0.05% 268
2023
Q3 		$2.97M Buy
87,563
+60,243
+221% +$2.12M 0.04% 281
2023
Q2 		$955K Buy
27,320
+14,720
+117% +$480K 0.01% 525
2023
Q1 		$391K Sell
12,600
-1,800
-13% -$52.8K 0.01% 719
2022
Q4 		$397K Buy
14,400
+1,160
+9% +$32.7K 0.01% 669
2022
Q3 		$356K Buy
13,240
+1,900
+17% +$57.3K 0.01% 648
2022
Q2 		$325K Hold
11,340
– – 0.01% 665
2022
Q1 		$399K Buy
11,340
+750
+7% +$25.8K 0.01% 630
2021
Q4 		$391K Buy
10,590
+370
+4% +$13.2K 0.01% 632
2021
Q3 		$337K Sell
10,220
-4,250
-29% -$144K 0.01% 639
2021
Q2 		$471K Sell
14,470
-2,090
-13% -$65.5K 0.01% 550
2021
Q1 		$491K Hold
16,560
– – 0.01% 513
2020
Q4 		$472K Hold
16,560
– – 0.01% 467
2020
Q3 		$434K Hold
16,560
– – 0.01% 458
2020
Q2 		$394K Sell
16,560
-2,020
-11% -$45.2K 0.01% 457
2020
Q1 		$363K Hold
18,580
– – 0.01% 422
2019
Q4 		$434K Buy
+18,580
New +$413K 0.01% 426

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

Equitable Holdings's XLG Position: Q2 2026 in Review

Equitable Holdings reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 11% in Q2 2026, selling an estimated $2.39M and leaving 318,702 shares worth $19.5M. The position accounts for 0.12% of the portfolio, ranked #165.

Equitable Holdings first reported a position in XLG in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.2M in Q1 2026. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Equitable Holdings held 318,702 shares of Invesco S&P 500 Top 50 ETF worth $19.5M as of Q2 2026.
  • Equitable Holdings sold 39,158 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.39M.
  • Invesco S&P 500 Top 50 ETF made up 0.12% of Equitable Holdings's portfolio in Q2 2026, its #165 holding.
  • Equitable Holdings first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's Invesco S&P 500 Top 50 ETF position peaked at $21.2M in Q1 2026.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.