GRP
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Global Retirement Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Global Retirement 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 		$25.3M Buy
+412,914
New +$25.2M 0.39% 54
2025
Q4 		$22.8M Buy
383,897
+7,305
+2% +$429K 0.4% 51
2025
Q3 		$21.7M Buy
376,592
+45,567
+14% +$2.49M 0.48% 40
2025
Q2 		$17.2M Buy
+331,025
New +$15.7M 0.43% 46
2024
Q4 		$14.5M Buy
290,268
+35,469
+14% +$1.75M 0.42% 46
2024
Q3 		$12.1M Buy
254,799
+2,739
+1% +$126K 0.37% 54
2024
Q2 		$11.5M Buy
252,060
+6,559
+3% +$282K 0.36% 55
2024
Q1 		$10.3M Buy
245,501
+16,656
+7% +$670K 0.39% 53
2023
Q4 		$8.72M Buy
228,845
+26,631
+13% +$951K 0.37% 55
2023
Q3 		$6.89M Sell
202,214
-1,106
-0.5% -$38.9K 0.35% 65
2023
Q2 		$7.11M Sell
203,320
-120
-0.1% -$3.91K 0.35% 62
2023
Q1 		$6.38M Sell
203,440
-1,630
-0.8% -$47.8K 0.34% 59
2022
Q4 		$5.66M Sell
205,070
-2,720
-1% -$76.7K 0.39% 50
2022
Q3 		$5.92M Buy
207,790
+38,710
+23% +$1.17M 0.45% 40
2022
Q2 		$4.84M Sell
169,080
-2,900
-2% -$90.4K 0.39% 48
2022
Q1 		$5.08M Buy
+171,980
New +$5.91M 0.4% 52
2021
Q4 		– Sell
-500
Closed -$17K – 1841
2021
Q3 		$17K Buy
+500
New +$16.9K ﹤0.01% 1263

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Retirement Partners's XLG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 412,914 shares worth $25.3M. The stake represents 0.39% of the portfolio and ranks #54 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XLG as recently as Q4 2025.

Global Retirement Partners first reported a position in XLG in Q3 2021 and has held it in 17 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Global Retirement Partners held 412,914 shares of Invesco S&P 500 Top 50 ETF worth $25.3M as of Q2 2026.
  • Invesco S&P 500 Top 50 ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.39% of Global Retirement Partners's portfolio in Q2 2026, its #54 holding.
  • Global Retirement Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and has held it in 17 quarters since.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.