Fortis Group Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Fortis Group 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	$2.14M	Sell	34,900 -2,688	-7%	-$164K	0.34%	76
2026 Q1	$2.29M	Sell	37,588 -34,829	-48%	-$2M	0.38%	68
2025 Q4	$4.27M	Sell	72,417 -3,318	-4%	-$195K	0.72%	33
2025 Q3	$4.54M	Buy	75,735 +546	+0.7%	+$29.9K	0.78%	29
2025 Q2	$4.05M	Buy	75,189 +25,909	+53%	+$1.23M	0.74%	36
2025 Q1	$2.27M	Sell	49,280 -96,179	-66%	-$4.75M	0.44%	63
2024 Q4	$7.27M	Buy	145,459 +4,796	+3%	+$236K	1.35%	19
2024 Q3	$6.69M	Sell	140,663 -67,182	-32%	-$3.09M	1.24%	29
2024 Q2	$9.51M	Sell	207,845 -23,353	-10%	-$1M	1.89%	16
2024 Q1	$9.74M	Buy	+231,198	New	+$9.3M	1.79%	14

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

Fortis Group Advisors's XLG Position: Q2 2026 in Review

Fortis Group Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 7.2% in Q2 2026, selling an estimated $164K and leaving 34,900 shares worth $2.14M. The position accounts for 0.34% of the portfolio, ranked #76.

Fortis Group Advisors first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.74M in Q1 2024. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Fortis Group Advisors held 34,900 shares of Invesco S&P 500 Top 50 ETF worth $2.14M as of Q2 2026.
Fortis Group Advisors sold 2,688 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $164K.
Invesco S&P 500 Top 50 ETF made up 0.34% of Fortis Group Advisors's portfolio in Q2 2026, its #76 holding.
Fortis Group Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
Fortis Group Advisors's Invesco S&P 500 Top 50 ETF position peaked at $9.74M in Q1 2024.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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