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Integrated Wealth Concepts’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Integrated Wealth Concepts’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 		$14M Sell
228,152
-9,015
-4% -$550K 0.09% 214
2026
Q1 		$12.9M Sell
237,167
-130,139
-35% -$7.47M 0.1% 204
2025
Q4 		$21.8M Sell
367,306
-63,384
-15% -$3.73M 0.26% 86
2025
Q3 		$24.8M Sell
430,690
-199,598
-32% -$10.9M 0.22% 97
2025
Q2 		$32.8M Buy
630,288
+97,697
+18% +$4.65M 0.33% 60
2025
Q1 		$24.5M Buy
532,591
+76,563
+17% +$3.78M 0.29% 77
2024
Q4 		$22.8M Buy
456,028
+273,534
+150% +$13.5M 0.26% 88
2024
Q3 		$8.67M Buy
182,494
+8,687
+5% +$399K 0.11% 192
2024
Q2 		$7.95M Sell
173,807
-12,191
-7% -$523K 0.11% 190
2024
Q1 		$7.84M Sell
185,998
-60,936
-25% -$2.45M 0.11% 197
2023
Q4 		$9.31M Buy
246,934
+131,910
+115% +$4.71M 0.15% 152
2023
Q3 		$3.91M Sell
115,024
-596
-0.5% -$21K 0.07% 269
2023
Q2 		$4.04M Sell
115,620
-520
-0.4% -$16.9K 0.07% 261
2023
Q1 		$3.61M Buy
116,140
+5,440
+5% +$160K 0.07% 249
2022
Q4 		$3.06M Buy
110,700
+3,790
+4% +$107K 0.08% 227
2022
Q3 		$2.88M Buy
106,910
+81,470
+320% +$2.46M 0.09% 211
2022
Q2 		$729K Buy
+25,440
New +$793K 0.02% 493

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

Integrated Wealth Concepts's XLG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.8% in Q2 2026, selling an estimated $550K and leaving 228,152 shares worth $14M. The position accounts for 0.09% of the portfolio, ranked #214.

Integrated Wealth Concepts first reported a position in XLG in Q2 2022 and has held it in 17 quarters since. The position peaked at $32.8M in Q2 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Integrated Wealth Concepts held 228,152 shares of Invesco S&P 500 Top 50 ETF worth $14M as of Q2 2026.
  • Integrated Wealth Concepts sold 9,015 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $550K.
  • Invesco S&P 500 Top 50 ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #214 holding.
  • Integrated Wealth Concepts first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Invesco S&P 500 Top 50 ETF position peaked at $32.8M in Q2 2025.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.