Independent Advisor Alliance’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Independent Advisor Alliance’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	–	Sell	-43,922	Closed	-$2.4M	–	1637
2026 Q1	$2.4M	Buy	43,922 +31,275	+247%	+$1.8M	0.03%	505
2025 Q4	$750K	Buy	12,647 +9,007	+247%	+$529K	0.02%	544
2025 Q3	$209K	Buy	+3,640	New	+$199K	0.01%	878
2025 Q1	–	Sell	-777,780	Closed	-$38.9M	–	1381
2024 Q4	$38.9M	Buy	+777,780	New	+$38.3M	0.51%	35

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

Independent Advisor Alliance's XLG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 43,922 shares — an estimated $2.4M sold.

Independent Advisor Alliance first reported a position in XLG in Q4 2024 and held it in 4 quarters. The position peaked at $38.9M in Q4 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 43,922 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.4M.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and held it in 4 quarters.
Independent Advisor Alliance's Invesco S&P 500 Top 50 ETF position peaked at $38.9M in Q4 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.