Grimes & Company’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Grimes & Company’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	$369K	Buy	6,028 +203	+3%	+$12.4K	0.01%	356
2026 Q1	$318K	Buy	5,825 +2	+0%	+$115	0.01%	348
2025 Q4	$345K	Buy	5,823 +824	+16%	+$48.4K	0.01%	361
2025 Q3	$288K	Buy	4,999 +7	+0.1%	+$383	0.01%	383
2025 Q2	$260K	Buy	4,992 +10	+0.2%	+$476	0.01%	359
2025 Q1	$229K	Sell	4,982 -22	-0.4%	-$1.09K	0.01%	331
2024 Q4	$250K	Buy	5,004 +41	+0.8%	+$2.02K	0.01%	335
2024 Q3	$236K	Buy	4,963 +9	+0.2%	+$414	0.01%	326
2024 Q2	$227K	Buy	4,954 +10	+0.2%	+$429	0.01%	314
2024 Q1	$208K	Buy	+4,944	New	+$199K	0.01%	314

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

Grimes & Company's XLG Position: Q2 2026 in Review

Grimes & Company increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.5% in Q2 2026, buying an estimated $12.4K and bringing the position to 6,028 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #356.

Grimes & Company first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Grimes & Company held 6,028 shares of Invesco S&P 500 Top 50 ETF worth $369K as of Q2 2026.
Grimes & Company bought 203 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $12.4K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #356 holding.
Grimes & Company first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.