IFWM
XLG icon

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

Institute for 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 		$2.83M Sell
46,216
-66
-0.1% -$4.03K 0.25% 80
2026
Q1 		$2.52M Sell
46,282
-3,766
-8% -$216K 0.27% 83
2025
Q4 		$2.97M Sell
50,048
-1,696
-3% -$99.7K 0.31% 67
2025
Q3 		$2.98M Sell
51,744
-3,166
-6% -$173K 0.31% 63
2025
Q2 		$2.86M Sell
54,910
-22,029
-29% -$1.05M 0.32% 61
2025
Q1 		$3.54M Sell
76,939
-1,597
-2% -$78.8K 0.45% 44
2024
Q4 		$3.92M Buy
78,536
+6,531
+9% +$322K 0.49% 36
2024
Q3 		$3.42M Buy
72,005
+15,991
+29% +$735K 0.43% 43
2024
Q2 		$2.56M Sell
56,014
-34
-0.1% -$1.46K 0.34% 59
2024
Q1 		$2.36M Buy
56,048
+583
+1% +$23.4K 0.3% 68
2023
Q4 		$2.09M Sell
55,465
-3,786
-6% -$135K 0.34% 70
2023
Q3 		$2.01M Sell
59,251
-329
-0.6% -$11.6K 0.36% 65
2023
Q2 		$2.08M Sell
59,580
-1,510
-2% -$49.2K 0.35% 70
2023
Q1 		$1.9M Buy
61,090
+10
+0% +$293 0.36% 68
2022
Q4 		$1.69M Sell
61,080
-1,000
-2% -$28.2K 0.35% 70
2022
Q3 		$1.67M Sell
62,080
-190
-0.3% -$5.73K 0.37% 66
2022
Q2 		$1.78M Hold
62,270
– – 0.35% 70
2022
Q1 		$2.19M Buy
62,270
+10
+0% +$344 0.35% 67
2021
Q4 		$2.3M Hold
62,260
– – 0.37% 63
2021
Q3 		$2.06M Buy
62,260
+10
+0% +$339 0.36% 66
2021
Q2 		$2.03M Hold
62,250
– – 0.36% 69
2021
Q1 		$1.85M Sell
62,250
-230
-0.4% -$6.7K 0.35% 75
2020
Q4 		$1.78M Buy
62,480
+1,000
+2% +$27.2K 0.35% 69
2020
Q3 		$1.61M Buy
61,480
+10
+0% +$258 0.37% 60
2020
Q2 		$1.46M Buy
61,470
+2,180
+4% +$48.7K 0.36% 66
2020
Q1 		$1.16M Sell
59,290
-910
-2% -$20.5K 0.36% 75
2019
Q4 		$1.41M Hold
60,200
– – 0.32% 79
2019
Q3 		$1.28M Sell
60,200
-2,000
-3% -$42.4K 0.32% 83
2019
Q2 		$1.3M Sell
62,200
-650
-1% -$13.5K 0.29% 89
2019
Q1 		$1.27M Sell
62,850
-2,560
-4% -$49.7K 0.28% 95
2018
Q4 		$1.18M Buy
+65,410
New +$1.27M 0.48% 56
2017
Q3 		– Sell
-65,650
Closed -$1.13M – 399
2017
Q2 		$1.13M Buy
+65,650
New +$1.11M 0.31% 96

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Institute for Wealth Management's XLG Position: Q2 2026 in Review

Institute for Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.14% in Q2 2026, selling an estimated $4.03K and leaving 46,216 shares worth $2.83M. The position accounts for 0.25% of the portfolio, ranked #80.

Institute for Wealth Management first reported a position in XLG in Q2 2017 and has held it in 32 quarters since. The position peaked at $3.92M in Q4 2024. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Institute for Wealth Management held 46,216 shares of Invesco S&P 500 Top 50 ETF worth $2.83M as of Q2 2026.
  • Institute for Wealth Management sold 66 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $4.03K.
  • Invesco S&P 500 Top 50 ETF made up 0.25% of Institute for Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Institute for Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2017 and has held it in 32 quarters since.
  • Institute for Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $3.92M in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.