Ethos Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Ethos Financial Group’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	$1.86M	Sell	31,754 -828	-3%	-$50.5K	0.12%	153
2026 Q1	$1.78M	Sell	32,582 -137,340	-81%	-$7.89M	0.13%	143
2025 Q4	$10.1M	Buy	169,922 +138,498	+441%	+$8.14M	0.74%	33
2025 Q3	$1.81M	Buy	31,424 +238	+0.8%	+$13K	0.14%	132
2025 Q2	$1.62M	Sell	31,186 -1,014	-3%	-$48.2K	0.14%	138
2025 Q1	$1.61M	Hold	32,200	–	–	0.15%	129
2024 Q4	$1.61M	Buy	32,200 +12,598	+64%	+$620K	0.21%	81
2024 Q3	$932K	Sell	19,602 -25,928	-57%	-$1.19M	0.15%	85
2024 Q2	$2.08M	Sell	45,530 -2,252	-5%	-$96.7K	0.37%	54
2024 Q1	$2.01M	Sell	47,782 -2,136	-4%	-$85.9K	0.38%	53
2023 Q4	$1.88M	Buy	+49,918	New	+$1.78M	0.4%	50

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

Ethos Financial Group's XLG Position: Q2 2026 in Review

Ethos Financial Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.5% in Q2 2026, selling an estimated $50.5K and leaving 31,754 shares worth $1.86M. The position accounts for 0.12% of the portfolio, ranked #153.

Ethos Financial Group first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Ethos Financial Group held 31,754 shares of Invesco S&P 500 Top 50 ETF worth $1.86M as of Q2 2026.
Ethos Financial Group sold 828 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $50.5K.
Invesco S&P 500 Top 50 ETF made up 0.12% of Ethos Financial Group's portfolio in Q2 2026, its #153 holding.
Ethos Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
Ethos Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $10.1M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.