J.W. Cole Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

J.W. Cole Advisors’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	$3.11M	Sell	50,727 -3,355	-6%	-$205K	0.05%	355
2026 Q1	$2.95M	Sell	54,082 -4,000	-7%	-$230K	0.1%	180
2025 Q4	$2.98M	Buy	58,082 +3,275	+6%	+$193K	0.07%	270
2025 Q3	$3.15M	Buy	54,807 +3,353	+7%	+$183K	0.06%	309
2025 Q2	$2.68M	Buy	51,454 +11,413	+29%	+$543K	0.06%	319
2025 Q1	$1.84M	Sell	40,041 -7,686	-16%	-$379K	0.06%	346
2024 Q4	$2.38M	Sell	47,727 -58	-0.1%	-$2.85K	0.1%	211
2024 Q3	$2.27M	Buy	47,785 +7,255	+18%	+$333K	0.1%	220
2024 Q2	$1.85M	Buy	40,530 +10,231	+34%	+$439K	0.09%	225
2024 Q1	$1.28M	Buy	+30,299	New	+$1.22M	0.06%	292

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

J.W. Cole Advisors's XLG Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.2% in Q2 2026, selling an estimated $205K and leaving 50,727 shares worth $3.11M. The position accounts for 0.05% of the portfolio, ranked #355.

J.W. Cole Advisors first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.15M in Q3 2025. 248 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

J.W. Cole Advisors held 50,727 shares of Invesco S&P 500 Top 50 ETF worth $3.11M as of Q2 2026.
J.W. Cole Advisors sold 3,355 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $205K.
Invesco S&P 500 Top 50 ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #355 holding.
J.W. Cole Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
J.W. Cole Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3.15M in Q3 2025.
248 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.