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International Assets Investment Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

International Assets Investment 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 		$96.7K Sell
1,585
-2
-0.1% -$122 0.01% 1106
2026
Q1 		$87.2K Sell
1,587
-601
-27% -$34.5K 0.01% 1057
2025
Q4 		$130K Buy
+2,188
New +$129K 0.01% 939
2024
Q3 		– Sell
-1,600
Closed -$73.2K – 2666
2024
Q2 		$73.2K Buy
+1,600
New +$68.7K 0.01% 1043

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
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

International Assets Investment Management's XLG Position: Q2 2026 in Review

International Assets Investment Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.13% in Q2 2026, selling an estimated $122 and leaving 1,585 shares worth $96.7K. The position accounts for 0.01% of the portfolio, ranked #1106.

International Assets Investment Management first reported a position in XLG in Q2 2024 and has held it in 4 quarters since. The position peaked at $130K in Q4 2025. 466 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • International Assets Investment Management held 1,585 shares of Invesco S&P 500 Top 50 ETF worth $96.7K as of Q2 2026.
  • International Assets Investment Management sold 2 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $122.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1106 holding.
  • International Assets Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $130K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.