IIM
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IFC & Insurance Marketing’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

IFC & Insurance Marketing’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 		$6.94M Buy
113,274
+8,662
+8% +$529K 6.11% 4
2026
Q1 		$5.71M Buy
104,612
+24,332
+30% +$1.4M 5.96% 6
2025
Q4 		$4.76M Buy
+80,280
New +$4.72M 4.72% 5

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

IFC & Insurance Marketing's XLG Position: Q2 2026 in Review

IFC & Insurance Marketing increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.3% in Q2 2026, buying an estimated $529K and bringing the position to 113,274 shares worth $6.94M. The position accounts for 6.11% of the portfolio, ranked #4.

IFC & Insurance Marketing first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • IFC & Insurance Marketing held 113,274 shares of Invesco S&P 500 Top 50 ETF worth $6.94M as of Q2 2026.
  • IFC & Insurance Marketing bought 8,662 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $529K.
  • Invesco S&P 500 Top 50 ETF made up 6.11% of IFC & Insurance Marketing's portfolio in Q2 2026, its #4 holding.
  • IFC & Insurance Marketing first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.