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

Insigneo Advisory Services’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	$648K	Buy	10,575 +835	+9%	+$51K	0.02%	414
2026 Q1	$531K	Buy	9,740 +850	+10%	+$48.8K	0.04%	367
2025 Q4	$527K	Sell	8,890 -844	-9%	-$49.6K	0.04%	356
2025 Q3	$560K	Sell	9,734 -271	-3%	-$14.8K	0.04%	337
2025 Q2	$521K	Buy	10,005 +62	+0.6%	+$2.95K	0.04%	336
2025 Q1	$458K	Buy	9,943 +179	+2%	+$8.83K	0.05%	326
2024 Q4	$488K	Sell	9,764 -2,245	-19%	-$111K	0.05%	303
2024 Q3	$571K	Buy	+12,009	New	+$552K	0.06%	285
2024 Q2	–	Sell	-11,010	Closed	-$464K	–	649
2024 Q1	$464K	Buy	+11,010	New	+$443K	0.06%	279

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

Insigneo Advisory Services's XLG Position: Q2 2026 in Review

Insigneo Advisory Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.6% in Q2 2026, buying an estimated $51K and bringing the position to 10,575 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #414.

Insigneo Advisory Services first reported a position in XLG in Q1 2024 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Insigneo Advisory Services held 10,575 shares of Invesco S&P 500 Top 50 ETF worth $648K as of Q2 2026.
Insigneo Advisory Services bought 835 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $51K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #414 holding.
Insigneo Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 9 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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