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

FOCUS 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	$669K	Hold	10,920	–	–	0.31%	45
2026 Q1	$596K	Hold	10,920	–	–	0.29%	45
2025 Q4	$647K	Hold	10,920	–	–	0.3%	45
2025 Q3	$628K	Hold	10,920	–	–	0.3%	44
2025 Q2	$569K	Hold	10,920	–	–	0.3%	44
2025 Q1	$503K	Hold	10,920	–	–	0.28%	44
2024 Q4	$546K	Hold	10,920	–	–	0.29%	44
2024 Q3	$519K	Hold	10,920	–	–	0.26%	46
2024 Q2	$500K	Hold	10,920	–	–	0.26%	44
2024 Q1	$460K	Hold	10,920	–	–	0.25%	46
2023 Q4	$412K	Hold	10,920	–	–	0.26%	46
2023 Q3	$371K	Hold	10,920	–	–	0.26%	52
2023 Q2	$382K	Hold	10,920	–	–	0.26%	45
2023 Q1	$339K	Hold	10,920	–	–	0.22%	46
2022 Q4	$301K	Hold	10,920	–	–	0.21%	45
2022 Q3	$294K	Buy	10,920 +2,970	+37%	+$89.6K	0.21%	45
2022 Q2	$228K	Hold	7,950	–	–	0.16%	41
2022 Q1	$279K	Hold	7,950	–	–	0.17%	41
2021 Q4	$293K	Hold	7,950	–	–	0.18%	39
2021 Q3	$262K	Sell	7,950 -2,280	-22%	-$77.2K	0.18%	39
2021 Q2	$333K	Sell	10,230 -259,220	-96%	-$8.13M	0.23%	39
2021 Q1	$8.08M	Sell	269,450 -840	-0.3%	-$24.5K	5.95%	5
2020 Q4	$7.71M	Buy	+270,290	New	+$7.36M	5.95%	5

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

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

FOCUS Wealth Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 10,920 shares worth $669K. The position accounts for 0.31% of the portfolio, ranked #45.

FOCUS Wealth Advisors first reported a position in XLG in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.08M in Q1 2021. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

FOCUS Wealth Advisors held 10,920 shares of Invesco S&P 500 Top 50 ETF worth $669K as of Q2 2026.
FOCUS 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 0.31% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #45 holding.
FOCUS Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and has held it in 23 quarters since.
FOCUS Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $8.08M in Q1 2021.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.