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

Flagship 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	$8.3M	Buy	135,600 +86,521	+176%	+$5.28M	1.86%	15
2026 Q1	$2.56M	Sell	49,079 -51,116	-51%	-$2.94M	1.1%	27
2025 Q4	$5.94M	Buy	100,195 +43,257	+76%	+$2.54M	1.73%	19
2025 Q3	$3.28M	Sell	56,938 -2,591	-4%	-$142K	1.08%	26
2025 Q2	$3.1M	Buy	59,529 +28,329	+91%	+$1.35M	1.17%	26
2025 Q1	$1.44M	Buy	31,200 +22,500	+259%	+$1.11M	0.6%	34
2024 Q4	$435K	Buy	+8,700	New	+$428K	0.26%	55

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

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

Flagship Wealth Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 176% in Q2 2026, buying an estimated $5.28M and bringing the position to 135,600 shares worth $8.3M. The position accounts for 1.86% of the portfolio, ranked #15.

Flagship Wealth Advisors first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Flagship Wealth Advisors held 135,600 shares of Invesco S&P 500 Top 50 ETF worth $8.3M as of Q2 2026.
Flagship Wealth Advisors bought 86,521 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $5.28M.
Invesco S&P 500 Top 50 ETF made up 1.86% of Flagship Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Flagship Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.