FWG Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

FWG Investments’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	$1.32M	Sell	21,550 -645	-3%	-$39.4K	0.7%	44
2026 Q1	$1.21M	Sell	22,195 -4,135	-16%	-$238K	0.77%	41
2025 Q4	$1.56M	Sell	26,330 -628	-2%	-$36.9K	0.99%	32
2025 Q3	$1.55M	Sell	26,958 -2,618	-9%	-$143K	1.06%	28
2025 Q2	$1.54M	Sell	29,576 -450	-1%	-$21.4K	1.17%	22
2025 Q1	$1.38M	Sell	30,026 -1,246	-4%	-$61.5K	1.62%	20
2024 Q4	$1.56M	Buy	31,272 +4,356	+16%	+$214K	1.21%	25
2024 Q3	$1.28M	Buy	+26,916	New	+$1.24M	1.11%	26

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

FWG Investments's XLG Position: Q2 2026 in Review

FWG Investments reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.9% in Q2 2026, selling an estimated $39.4K and leaving 21,550 shares worth $1.32M. The position accounts for 0.7% of the portfolio, ranked #44.

FWG Investments first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q4 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

FWG Investments held 21,550 shares of Invesco S&P 500 Top 50 ETF worth $1.32M as of Q2 2026.
FWG Investments sold 645 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $39.4K.
Invesco S&P 500 Top 50 ETF made up 0.7% of FWG Investments's portfolio in Q2 2026, its #44 holding.
FWG Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
FWG Investments's Invesco S&P 500 Top 50 ETF position peaked at $1.56M in Q4 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.