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

Iams 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	$2.2M	Buy	35,998 +30,503	+555%	+$1.86M	0.66%	45
2026 Q1	$300K	Sell	5,495 -34,622	-86%	-$1.99M	0.1%	166
2025 Q4	$2.38M	Buy	40,117 +13,295	+50%	+$782K	0.86%	36
2025 Q3	$1.54M	Buy	26,822 +6,428	+32%	+$351K	0.62%	51
2025 Q2	$1.06M	Sell	20,394 -3,903	-16%	-$186K	0.49%	64
2025 Q1	$1.12M	Buy	24,297 +2,295	+10%	+$113K	0.51%	69
2024 Q4	$1.1M	Buy	22,002 +5,333	+32%	+$263K	0.5%	63
2024 Q3	$792K	Sell	16,669 -6,388	-28%	-$294K	0.39%	76
2024 Q2	$1.05M	Sell	23,057 -2,671	-10%	-$115K	0.58%	56
2024 Q1	$1.06M	Buy	+25,728	New	+$1.03M	0.65%	52
2023 Q2	–	Sell	-20,220	Closed	-$659K	–	227
2023 Q1	$619K	Buy	+20,220	New	+$593K	0.51%	66

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

Iams Wealth Management's XLG Position: Q2 2026 in Review

Iams Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 555% in Q2 2026, buying an estimated $1.86M and bringing the position to 35,998 shares worth $2.2M. The position accounts for 0.66% of the portfolio, ranked #45.

Iams Wealth Management first reported a position in XLG in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Iams Wealth Management held 35,998 shares of Invesco S&P 500 Top 50 ETF worth $2.2M as of Q2 2026.
Iams Wealth Management bought 30,503 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.86M.
Invesco S&P 500 Top 50 ETF made up 0.66% of Iams Wealth Management's portfolio in Q2 2026, its #45 holding.
Iams Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2023 and has held it in 11 quarters since.
Iams Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $2.38M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.