Gallagher Fiduciary Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Gallagher Fiduciary 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	$3.66M	Sell	59,854 -541	-0.9%	-$33K	0.12%	54
2026 Q1	$3.29M	Buy	60,395 +1,690	+3%	+$97.1K	0.13%	37
2025 Q4	$3.48M	Sell	58,705 -5,375	-8%	-$316K	0.11%	48
2025 Q3	$3.69M	Buy	64,080 +31	+0%	+$1.7K	0.14%	37
2025 Q2	$3.34M	Buy	64,049 +54,868	+598%	+$2.61M	0.13%	36
2025 Q1	$423K	Sell	9,181 -91	-1%	-$4.49K	0.01%	182
2024 Q4	$463K	Sell	9,272 -156	-2%	-$7.68K	0.09%	151
2024 Q3	$448K	Buy	9,428 +824	+10%	+$37.9K	0.09%	129
2024 Q2	$394K	Buy	8,604 +356	+4%	+$15.3K	0.09%	122
2024 Q1	$347K	Sell	8,248 -976	-11%	-$39.3K	0.01%	137
2023 Q4	$348K	Sell	9,224 -104	-1%	-$3.71K	0.01%	125
2023 Q3	$317K	Sell	9,328 -302	-3%	-$10.6K	0.03%	122
2023 Q2	$337K	Buy	9,630 +240	+3%	+$7.82K	0.03%	144
2023 Q1	$292K	Buy	+9,390	New	+$275K	0.02%	153

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

Gallagher Fiduciary Advisors's XLG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.9% in Q2 2026, selling an estimated $33K and leaving 59,854 shares worth $3.66M. The position accounts for 0.12% of the portfolio, ranked #54.

Gallagher Fiduciary Advisors first reported a position in XLG in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.69M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Gallagher Fiduciary Advisors held 59,854 shares of Invesco S&P 500 Top 50 ETF worth $3.66M as of Q2 2026.
Gallagher Fiduciary Advisors sold 541 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $33K.
Invesco S&P 500 Top 50 ETF made up 0.12% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #54 holding.
Gallagher Fiduciary Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3.69M in Q3 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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