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

IHT 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	$353K	Sell	5,770 -1,932	-25%	-$118K	0.01%	960
2026 Q1	$420K	Sell	7,702 -2,501	-25%	-$144K	0.01%	890
2025 Q4	$605K	Sell	10,203 -3,828	-27%	-$225K	0.01%	703
2025 Q3	$807K	Buy	14,031 +3,355	+31%	+$183K	0.02%	596
2025 Q2	$556K	Sell	10,676 -3,906	-27%	-$186K	0.02%	665
2025 Q1	$671K	Sell	14,582 -327	-2%	-$16.1K	0.02%	579
2024 Q4	$745K	Sell	14,909 -47	-0.3%	-$2.31K	0.02%	547
2024 Q3	$711K	Buy	+14,956	New	+$687K	0.02%	605
2022 Q1	–	Sell	-7,260	Closed	-$268K	–	860
2021 Q4	$268K	Sell	7,260 -1,490	-17%	-$53.1K	0.02%	651
2021 Q3	$289K	Sell	8,750 -9,430	-52%	-$319K	0.02%	602
2021 Q2	$591K	Sell	18,180 -890	-5%	-$27.9K	0.04%	481
2021 Q1	$565K	Buy	19,070 +920	+5%	+$26.8K	0.04%	414
2020 Q4	$518K	Sell	18,150 -5,990	-25%	-$163K	0.04%	398
2020 Q3	$632K	Sell	24,140 -224,060	-90%	-$5.79M	0.06%	288
2020 Q2	$5.91M	Buy	+248,200	New	+$5.55M	0.81%	16
2019 Q1	–	Sell	-57,230	Closed	-$1.03M	–	548
2018 Q4	$1.03M	Buy	+57,230	New	+$1.11M	0.2%	128
2018 Q2	–	Sell	-5,590	Closed	-$102K	–	1391
2018 Q1	$102K	Sell	5,590 -25,700	-82%	-$501K	0.03%	474
2017 Q4	$610K	Buy	31,290 +29,510	+1,658%	+$545K	0.16%	156
2017 Q3	$32K	Sell	1,780 -115,150	-98%	-$2.02M	0.01%	641
2017 Q2	$5K	Buy	116,930 +103,910	+798%	+$1.76M	﹤0.01%	1114
2017 Q1	$117K	Buy	13,020 +11,610	+823%	+$190K	0.08%	257
2016 Q4	$22K	Buy	+1,410	New	+$21.7K	0.02%	613

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

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

IHT Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 25% in Q2 2026, selling an estimated $118K and leaving 5,770 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #960.

IHT Wealth Management first reported a position in XLG in Q4 2016 and has held it in 22 quarters since. The position peaked at $5.91M in Q2 2020. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

IHT Wealth Management held 5,770 shares of Invesco S&P 500 Top 50 ETF worth $353K as of Q2 2026.
IHT Wealth Management sold 1,932 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $118K.
Invesco S&P 500 Top 50 ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #960 holding.
IHT Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2016 and has held it in 22 quarters since.
IHT Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $5.91M in Q2 2020.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.