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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
2023
Q3 		– Sell
-35,160
Closed -$1.21M – 237
2023
Q2 		$1.21M Buy
+35,160
New +$1.15M 0.44% 70

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

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.