Gen-Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Gen-Wealth Partners’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	–	Sell	-110	Closed	-$6K	–	754
2026 Q1	$6K	Sell	110 -121,584	-100%	-$6.98M	﹤0.01%	578
2025 Q4	$7.21M	Buy	121,694 +11,884	+11%	+$699K	2.31%	8
2025 Q3	$6.32M	Buy	109,810 +56,796	+107%	+$3.11M	2.13%	9
2025 Q2	$2.76M	Buy	53,014 +25,065	+90%	+$1.19M	1.07%	15
2025 Q1	$1.29M	Buy	+27,949	New	+$1.38M	0.54%	49

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

Gen-Wealth Partners's XLG Position: Q2 2026 in Review

Gen-Wealth Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 110 shares — an estimated $6K sold.

Gen-Wealth Partners first reported a position in XLG in Q1 2025 and held it in 5 quarters. The position peaked at $7.21M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Gen-Wealth Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Gen-Wealth Partners sold 110 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $6K.
Gen-Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 5 quarters.
Gen-Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $7.21M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.