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

IFG 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	$4.48M	Buy	+73,133	New	+$4.46M	0.16%	166
2026 Q1	–	Sell	-280,299	Closed	-$16.6M	–	888
2025 Q4	$16.6M	Buy	280,299 +7,028	+3%	+$413K	0.72%	21
2025 Q3	$15.7M	Buy	273,271 +26,457	+11%	+$1.45M	0.71%	22
2025 Q2	$12.9M	Buy	246,814 +15,306	+7%	+$728K	0.65%	28
2025 Q1	$10.7M	Buy	231,508 +22,147	+11%	+$1.09M	0.59%	33
2024 Q4	$10.5M	Buy	209,361 +127,332	+155%	+$6.27M	0.59%	36
2024 Q3	$3.9M	Buy	82,029 +60,810	+287%	+$2.79M	0.25%	122
2024 Q2	$971K	Buy	21,219 +552	+3%	+$23.7K	0.06%	286
2024 Q1	$871K	Buy	20,667 +2,268	+12%	+$91.2K	0.06%	266
2023 Q4	$694K	Sell	18,399 -242	-1%	-$8.64K	0.05%	310
2023 Q3	$633K	Buy	+18,641	New	+$655K	0.05%	303
2023 Q2	–	Sell	-17,220	Closed	-$535K	–	510
2023 Q1	$535K	Buy	17,220 +60	+0.3%	+$1.76K	0.05%	309
2022 Q4	$473K	Buy	17,160 +630	+4%	+$17.8K	0.05%	323
2022 Q3	$444K	Buy	16,530 +2,350	+17%	+$70.9K	0.04%	337
2022 Q2	$406K	Buy	+14,180	New	+$442K	0.04%	320

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

IFG Advisory's XLG Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 73,133 shares worth $4.48M. The stake represents 0.16% of the portfolio and ranks #166 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XLG as recently as Q4 2025.

IFG Advisory first reported a position in XLG in Q2 2022 and has held it in 15 quarters since. The position peaked at $16.6M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

IFG Advisory held 73,133 shares of Invesco S&P 500 Top 50 ETF worth $4.48M as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.16% of IFG Advisory's portfolio in Q2 2026, its #166 holding.
IFG Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and has held it in 15 quarters since.
IFG Advisory's Invesco S&P 500 Top 50 ETF position peaked at $16.6M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.