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

IAM 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 		$200K Buy
+3,268
New +$200K 0.04% 107
2025
Q1 		– Sell
-4,760
Closed -$238K – 110
2024
Q4 		$238K Sell
4,760
-361
-7% -$17.8K 0.06% 94
2024
Q3 		$243K Buy
+5,121
New +$235K 0.06% 94

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAM Advisory's XLG Position: Q2 2026 in Review

IAM Advisory opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,268 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #107 among its holdings. This is a return to the name: IAM Advisory previously reported a position in XLG as recently as Q4 2024.

IAM Advisory first reported a position in XLG in Q3 2024 and has held it in 3 quarters since. The position peaked at $243K in Q3 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • IAM Advisory held 3,268 shares of Invesco S&P 500 Top 50 ETF worth $200K as of Q2 2026.
  • Invesco S&P 500 Top 50 ETF was a new IAM Advisory position in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of IAM Advisory's portfolio in Q2 2026, its #107 holding.
  • IAM Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 3 quarters since.
  • IAM Advisory's Invesco S&P 500 Top 50 ETF position peaked at $243K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.