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

Golden State Wealth Management’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	$35K	Sell	571 -100	-15%	-$6.11K	﹤0.01%	811
2026 Q1	$36.6K	Sell	671 -252	-27%	-$14.5K	﹤0.01%	763
2025 Q4	$54.8K	Sell	923 -60	-6%	-$3.53K	0.01%	671
2025 Q3	$56.6K	Buy	983 +1	+0.1%	+$55	0.01%	640
2025 Q2	$51.2K	Sell	982 -481	-33%	-$22.9K	0.01%	636
2025 Q1	$67.3K	Buy	1,463 +302	+26%	+$14.9K	0.01%	528
2024 Q4	$58K	Buy	+1,161	New	+$57.2K	0.01%	552

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 Wealth Management's XLG Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 15% in Q2 2026, selling an estimated $6.11K and leaving 571 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Golden State Wealth Management first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.3K in Q1 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Golden State Wealth Management held 571 shares of Invesco S&P 500 Top 50 ETF worth $35K as of Q2 2026.
Golden State Wealth Management sold 100 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $6.11K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #811 holding.
Golden State Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $67.3K in Q1 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.