Freestone Capital Holdings’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Freestone Capital Holdings’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	$229K	Buy	+3,735	New	+$228K	0.01%	545
2020 Q1	–	Sell	-15,650	Closed	-$365K	–	421
2019 Q4	$365K	Sell	15,650 -21,000	-57%	-$467K	0.01%	333
2019 Q3	$779K	Buy	36,650 +21,000	+134%	+$445K	0.02%	281
2019 Q2	$328K	Buy	+15,650	New	+$324K	0.01%	313

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

Freestone Capital Holdings's XLG Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,735 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in XLG as recently as Q4 2019.

Freestone Capital Holdings first reported a position in XLG in Q2 2019 and has held it in 4 quarters since. The position peaked at $779K in Q3 2019. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Freestone Capital Holdings held 3,735 shares of Invesco S&P 500 Top 50 ETF worth $229K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Freestone Capital Holdings position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #545 holding.
Freestone Capital Holdings first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2019 and has held it in 4 quarters since.
Freestone Capital Holdings's Invesco S&P 500 Top 50 ETF position peaked at $779K in Q3 2019.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.