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

EverSource 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	$397K	Hold	6,476	–	–	0.01%	664
2026 Q1	$353K	Buy	6,476 +2,628	+68%	+$151K	0.01%	764
2025 Q4	$228K	Sell	3,848 -59	-2%	-$3.47K	0.01%	885
2025 Q3	$225K	Buy	3,907 +814	+26%	+$44.5K	0.01%	847
2025 Q2	$161K	Sell	3,093 -2,007	-39%	-$95.5K	0.01%	961
2025 Q1	$235K	Buy	5,100 +74	+1%	+$3.65K	0.01%	595
2024 Q4	$251K	Buy	5,026 +2,206	+78%	+$109K	0.01%	565
2024 Q3	$134K	Hold	2,820	–	–	0.01%	700
2024 Q2	$128K	Hold	2,820	–	–	0.01%	711
2024 Q1	$114K	Hold	2,820	–	–	0.01%	663
2023 Q4	$106K	Hold	2,820	–	–	0.01%	618
2023 Q3	$95.8K	Hold	2,820	–	–	0.01%	575
2023 Q2	$98.6K	Hold	2,820	–	–	0.01%	585
2023 Q1	$87.6K	Hold	2,820	–	–	0.01%	585
2022 Q4	$77.8K	Buy	+2,820	New	+$79.6K	0.01%	595

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

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

EverSource Wealth Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 6,476 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #664.

EverSource Wealth Advisors first reported a position in XLG in Q4 2022 and has held it in 15 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

EverSource Wealth Advisors held 6,476 shares of Invesco S&P 500 Top 50 ETF worth $397K as of Q2 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #664 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2022 and has held it in 15 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.