HBW Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

HBW Advisory Services’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	$5.62M	Buy	91,730 +8,697	+10%	+$531K	0.51%	40
2026 Q1	$4.53M	Sell	83,033 -3,103	-4%	-$178K	0.48%	45
2025 Q4	$5.11M	Buy	86,136 +2,253	+3%	+$132K	0.55%	38
2025 Q3	$4.82M	Buy	83,883 +2,746	+3%	+$150K	0.54%	34
2025 Q2	$4.23M	Buy	81,137 +16,106	+25%	+$766K	0.52%	36
2025 Q1	$2.99M	Sell	65,031 -8,930	-12%	-$441K	0.43%	63
2024 Q4	$3.7M	Buy	73,961 +6,278	+9%	+$309K	0.38%	40
2024 Q3	$3.22M	Buy	67,683 +38,310	+130%	+$1.76M	0.47%	54
2024 Q2	$1.34M	Buy	+29,373	New	+$1.26M	0.22%	114
2022 Q1	–	Sell	-8,390	Closed	-$310K	–	279
2021 Q4	$310K	Buy	8,390 +2,140	+34%	+$76.3K	0.07%	205
2021 Q3	$206K	Buy	+6,250	New	+$212K	0.05%	238
2021 Q2	–	Sell	-8,350	Closed	-$248K	–	282
2021 Q1	$248K	Sell	8,350 -710	-8%	-$20.7K	0.07%	209
2020 Q4	$258K	Buy	+9,060	New	+$247K	0.08%	182

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

HBW Advisory Services's XLG Position: Q2 2026 in Review

HBW Advisory Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 10% in Q2 2026, buying an estimated $531K and bringing the position to 91,730 shares worth $5.62M. The position accounts for 0.51% of the portfolio, ranked #40.

HBW Advisory Services first reported a position in XLG in Q4 2020 and has held it in 13 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

HBW Advisory Services held 91,730 shares of Invesco S&P 500 Top 50 ETF worth $5.62M as of Q2 2026.
HBW Advisory Services bought 8,697 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $531K.
Invesco S&P 500 Top 50 ETF made up 0.51% of HBW Advisory Services's portfolio in Q2 2026, its #40 holding.
HBW Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2020 and has held it in 13 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.