Golden State Equity Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Golden State Equity 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	-168	Closed	-$9.16K	–	1774
2026 Q1	$9.16K	Buy	+168	New	+$9.65K	﹤0.01%	1322

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

Golden State Equity Partners's XLG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 168 shares — an estimated $9.16K sold.

Golden State Equity Partners first reported a position in XLG in Q1 2026 and held it in 1 quarter. The position peaked at $9.16K in Q1 2026. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Golden State Equity Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 168 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $9.16K.
Golden State Equity Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Invesco S&P 500 Top 50 ETF position peaked at $9.16K in Q1 2026.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.