Florida Financial Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Florida Financial 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	$704K	Sell	11,496 -2,098	-15%	-$128K	0.12%	168
2026 Q1	$742K	Sell	13,594 -8,190	-38%	-$470K	0.18%	134
2025 Q4	$1.29M	Sell	21,784 -2,020	-8%	-$119K	0.35%	77
2025 Q3	$1.37M	Buy	23,804 +2,506	+12%	+$137K	0.42%	64
2025 Q2	$1.11M	Buy	21,298 +10,662	+100%	+$507K	0.37%	59
2025 Q1	$489K	Sell	10,636 -183	-2%	-$9.03K	0.19%	113
2024 Q4	$541K	Buy	10,819 +4,558	+73%	+$224K	0.24%	84
2024 Q3	$298K	Buy	6,261 +736	+13%	+$33.8K	0.15%	131
2024 Q2	$253K	Buy	+5,525	New	+$237K	0.15%	117

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

Florida Financial Advisors's XLG Position: Q2 2026 in Review

Florida Financial Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 15% in Q2 2026, selling an estimated $128K and leaving 11,496 shares worth $704K. The position accounts for 0.12% of the portfolio, ranked #168.

Florida Financial Advisors first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Florida Financial Advisors held 11,496 shares of Invesco S&P 500 Top 50 ETF worth $704K as of Q2 2026.
Florida Financial Advisors sold 2,098 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $128K.
Invesco S&P 500 Top 50 ETF made up 0.12% of Florida Financial Advisors's portfolio in Q2 2026, its #168 holding.
Florida Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
Florida Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.37M in Q3 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.