Garden State Investment Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Garden State Investment Advisory Services’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	$577K	Sell	9,421 -539	-5%	-$32.9K	0.1%	158
2026 Q1	$544K	Buy	9,960 +1,462	+17%	+$84K	0.12%	145
2025 Q4	$504K	Buy	8,498 +923	+12%	+$54.3K	0.11%	154
2025 Q3	$436K	Buy	7,575 +91	+1%	+$4.98K	0.1%	176
2025 Q2	$390K	Sell	7,484 -404	-5%	-$19.2K	0.1%	183
2025 Q1	$363K	Buy	7,888 +2,216	+39%	+$109K	0.12%	162
2024 Q4	$284K	Buy	5,672 +1,252	+28%	+$61.6K	0.08%	193
2024 Q3	$210K	Sell	4,420 -190	-4%	-$8.73K	0.07%	208
2024 Q2	$211K	Buy	+4,610	New	+$198K	0.07%	207

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

Garden State Investment Advisory Services's XLG Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.4% in Q2 2026, selling an estimated $32.9K and leaving 9,421 shares worth $577K. The position accounts for 0.1% of the portfolio, ranked #158.

Garden State Investment Advisory Services first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Garden State Investment Advisory Services held 9,421 shares of Invesco S&P 500 Top 50 ETF worth $577K as of Q2 2026.
Garden State Investment Advisory Services sold 539 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $32.9K.
Invesco S&P 500 Top 50 ETF made up 0.1% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #158 holding.
Garden State Investment Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.