IFP Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

IFP Advisors’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	$1.55M	Buy	25,335 +8,749	+53%	+$534K	0.03%	570
2026 Q1	$905K	Buy	16,586 +1,421	+9%	+$81.6K	0.02%	730
2025 Q4	$899K	Sell	15,165 -933	-6%	-$54.8K	0.02%	699
2025 Q3	$926K	Buy	16,098 +190	+1%	+$10.4K	0.02%	630
2025 Q2	$829K	Buy	15,908 +2,489	+19%	+$118K	0.02%	637
2025 Q1	$618K	Buy	13,419 +5,949	+80%	+$294K	0.02%	708
2024 Q4	$373K	Sell	7,470 -261	-3%	-$12.8K	0.01%	856
2024 Q3	$367K	Sell	7,731 -4,221	-35%	-$194K	0.01%	812
2024 Q2	$547K	Sell	11,952 -1,122	-9%	-$48.2K	0.02%	626
2024 Q1	$551K	Buy	13,074 +1,720	+15%	+$69.2K	0.02%	577
2023 Q4	$428K	Buy	11,354 +3,693	+48%	+$132K	0.02%	632
2023 Q3	$260K	Buy	7,661 +71	+0.9%	+$2.5K	0.01%	843
2023 Q2	$265K	Buy	7,590 +2,460	+48%	+$80.2K	0.01%	885
2023 Q1	$99.8K	Sell	5,130 -8,690	-63%	-$255K	﹤0.01%	1255
2022 Q4	$270K	Sell	13,820 -1,350	-9%	-$38.1K	0.01%	1191
2022 Q3	$299K	Buy	15,170 +1,880	+14%	+$56.7K	0.01%	1202
2022 Q2	$261K	Hold	13,290	–	–	0.01%	1150
2022 Q1	$261K	Sell	13,290 -14,570	-52%	-$501K	0.01%	1150
2021 Q4	$1.03M	Sell	27,860 -1,600	-5%	-$57K	0.02%	407
2021 Q3	$977K	Sell	29,460 -1,290	-4%	-$43.7K	0.02%	407
2021 Q2	$1M	Sell	30,750 -950	-3%	-$29.8K	0.02%	376
2021 Q1	$942K	Sell	31,700 -6,200	-16%	-$181K	0.02%	372
2020 Q4	$1.08M	Sell	37,900 -31,850	-46%	-$867K	0.04%	327
2020 Q3	$1.83M	Buy	69,750 +500	+0.7%	+$12.9K	0.11%	183
2020 Q2	$1.62M	Buy	69,250 +250	+0.4%	+$5.59K	0.13%	171
2020 Q1	$1.37M	Buy	69,000 +67,800	+5,650%	+$1.53M	0.14%	165
2019 Q4	$28K	Sell	1,200 -2,890	-71%	-$64.2K	﹤0.01%	1486
2019 Q3	$86K	Buy	+4,090	New	+$86.7K	0.01%	1138
2019 Q1	$59K	Sell	2,890 -1,700	-37%	-$33K	0.01%	900
2018 Q4	$82K	Buy	4,590 +1,200	+35%	+$23.3K	0.01%	1310
2018 Q3	$71K	Buy	3,390 +10	+0.3%	+$204	﹤0.01%	1689
2018 Q2	$65K	Hold	3,380	–	–	﹤0.01%	1756
2018 Q1	$64K	Hold	3,380	–	–	﹤0.01%	1668
2017 Q4	$64K	Hold	3,380	–	–	﹤0.01%	1685
2017 Q3	$60K	Sell	3,380 -10	-0.3%	-$175	﹤0.01%	1887
2017 Q2	$58K	Buy	3,390 +10	+0.3%	+$170	﹤0.01%	1869
2017 Q1	$57K	Hold	3,380	–	–	﹤0.01%	1848
2016 Q4	$53K	Hold	3,380	–	–	﹤0.01%	1846
2016 Q3	$52K	Sell	3,380 -20	-0.6%	-$305	﹤0.01%	1792
2016 Q2	$50K	Buy	3,400 +510	+18%	+$7.47K	﹤0.01%	1768
2016 Q1	$59K	Buy	2,890 +2,390	+478%	+$33.2K	0.01%	900
2015 Q4	$7K	Buy	+500	New	+$7.22K	﹤0.01%	2792

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

IFP Advisors's XLG Position: Q2 2026 in Review

IFP Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 53% in Q2 2026, buying an estimated $534K and bringing the position to 25,335 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #570.

IFP Advisors first reported a position in XLG in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.83M in Q3 2020. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

IFP Advisors held 25,335 shares of Invesco S&P 500 Top 50 ETF worth $1.55M as of Q2 2026.
IFP Advisors bought 8,749 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $534K.
Invesco S&P 500 Top 50 ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #570 holding.
IFP Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.83M in Q3 2020.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.