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

Goodwin Investment Advisory’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	$2.06M	Hold	33,660	–	–	4.15%	5
2026 Q1	$1.84M	Hold	33,660	–	–	2.19%	7
2025 Q4	$2M	Hold	33,660	–	–	2.19%	6
2025 Q3	$1.94M	Hold	33,660	–	–	2.08%	7
2025 Q2	$1.75M	Sell	33,660 -3,000	-8%	-$143K	2.03%	7
2025 Q1	$1.69M	Sell	36,660 -5,907	-14%	-$292K	2.62%	7
2024 Q4	$2.13M	Hold	42,567	–	–	1.11%	15
2024 Q3	$2.02M	Sell	42,567 -3,100	-7%	-$142K	0.88%	14
2024 Q2	$2.09M	Sell	45,667 -381	-0.8%	-$16.4K	0.96%	12
2024 Q1	$1.94M	Sell	46,048 -5	-0%	-$201	0.91%	13
2023 Q4	$1.74M	Sell	46,053 -664	-1%	-$23.7K	0.9%	14
2023 Q3	$1.59M	Sell	46,717 -3	-0%	-$105	0.94%	11
2023 Q2	$1.63M	Sell	46,720 -780	-2%	-$25.4K	0.95%	11
2023 Q1	$1.47M	Sell	47,500 -690	-1%	-$20.2K	0.96%	11
2022 Q4	$1.33M	Sell	48,190 -80,380	-63%	-$2.27M	0.94%	11
2022 Q3	$3.46M	Buy	128,570 +16,730	+15%	+$505K	2.62%	7
2022 Q2	$3.2M	Buy	111,840 +84,020	+302%	+$2.62M	2.47%	11
2022 Q1	$978K	Buy	+27,820	New	+$957K	0.67%	19

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

Goodwin Investment Advisory's XLG Position: Q2 2026 in Review

Goodwin Investment Advisory held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 33,660 shares worth $2.06M. The position accounts for 4.15% of the portfolio, ranked #5.

Goodwin Investment Advisory first reported a position in XLG in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.46M in Q3 2022. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Goodwin Investment Advisory held 33,660 shares of Invesco S&P 500 Top 50 ETF worth $2.06M as of Q2 2026.
Goodwin Investment Advisory left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 4.15% of Goodwin Investment Advisory's portfolio in Q2 2026, its #5 holding.
Goodwin Investment Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2022 and has held it in 18 quarters since.
Goodwin Investment Advisory's Invesco S&P 500 Top 50 ETF position peaked at $3.46M in Q3 2022.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Goodwin Investment Advisory's 13F filing for Q2 2026, filed 19 Aug 2026.