Foundations Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Foundations Investment 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	$1.02M	Sell	16,658 -6,059	-27%	-$370K	0.01%	567
2026 Q1	$1.24M	Sell	22,717 -2,640	-10%	-$152K	0.02%	471
2025 Q4	$1.5M	Sell	25,357 -6,531	-20%	-$384K	0.02%	408
2025 Q3	$1.83M	Buy	31,888 +13,801	+76%	+$755K	0.03%	327
2025 Q2	$942K	Sell	18,087 -62,941	-78%	-$2.99M	0.01%	446
2025 Q1	$3.73M	Buy	81,028 +49,896	+160%	+$2.46M	0.07%	226
2024 Q4	$1.56M	Buy	31,132 +8,374	+37%	+$412K	0.03%	330
2024 Q3	$1.08M	Buy	22,758 +12,758	+128%	+$586K	0.02%	352
2024 Q2	$457K	Buy	+10,000	New	+$429K	0.01%	516

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

Foundations Investment Advisors's XLG Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 27% in Q2 2026, selling an estimated $370K and leaving 16,658 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #567.

Foundations Investment Advisors first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.73M in Q1 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Foundations Investment Advisors held 16,658 shares of Invesco S&P 500 Top 50 ETF worth $1.02M as of Q2 2026.
Foundations Investment Advisors sold 6,059 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $370K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #567 holding.
Foundations Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3.73M in Q1 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.