J. M. Brown & Associates’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

J. M. Brown & Associates’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	$825K	Buy	+13,481	New	+$823K	0.47%	62

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

J. M. Brown & Associates's XLG Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 13,481 shares worth $825K. The stake represents 0.47% of the portfolio and ranks #62 among its holdings.

563 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

J. M. Brown & Associates held 13,481 shares of Invesco S&P 500 Top 50 ETF worth $825K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new J. M. Brown & Associates position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.47% of J. M. Brown & Associates's portfolio in Q2 2026, its #62 holding.
563 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.