Fiduciary Alliance’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Fiduciary Alliance’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	$264K	Sell	4,308 -298	-6%	-$18.2K	0.02%	474
2026 Q1	$273K	Sell	4,606 -2,089	-31%	-$120K	0.02%	465
2025 Q4	$397K	Buy	6,695 +917	+16%	+$53.9K	0.03%	371
2025 Q3	$332K	Sell	5,778 -422	-7%	-$23.1K	0.02%	399
2025 Q2	$323K	Buy	6,200 +1,443	+30%	+$68.6K	0.02%	380
2025 Q1	$219K	Buy	+4,757	New	+$235K	0.02%	359

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

Fiduciary Alliance's XLG Position: Q2 2026 in Review

Fiduciary Alliance reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.5% in Q2 2026, selling an estimated $18.2K and leaving 4,308 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #474.

Fiduciary Alliance first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $397K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Fiduciary Alliance held 4,308 shares of Invesco S&P 500 Top 50 ETF worth $264K as of Q2 2026.
Fiduciary Alliance sold 298 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $18.2K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #474 holding.
Fiduciary Alliance first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Fiduciary Alliance's Invesco S&P 500 Top 50 ETF position peaked at $397K in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.