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

Jackson 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 		$337K Sell
5,503
-140,731
-96% -$8.59M 0.2% 65
2026
Q1 		$7.98M Buy
146,234
+2,654
+2% +$152K 0.82% 34
2025
Q4 		$8.51M Buy
143,580
+1,567
+1% +$92.1K 0.83% 34
2025
Q3 		$8.17M Buy
142,013
+2,564
+2% +$140K 0.82% 34
2025
Q2 		$7.26M Sell
139,449
-634
-0.5% -$30.2K 0.79% 36
2025
Q1 		$6.45M Sell
140,083
-442
-0.3% -$21.8K 0.78% 36
2024
Q4 		$7.02M Buy
140,525
+376
+0.3% +$18.5K 0.8% 36
2024
Q3 		$6.66M Buy
140,149
+73,529
+110% +$3.38M 0.8% 36
2024
Q2 		$3.05M Sell
66,620
-67,643
-50% -$2.9M 0.65% 43
2024
Q1 		$5.66M Sell
134,263
-5,169
-4% -$208K 0.71% 38
2023
Q4 		$5.26M Buy
139,432
+4,668
+3% +$167K 0.69% 33
2023
Q3 		$4.58M Buy
134,764
+6,384
+5% +$224K 0.65% 36
2023
Q2 		$4.49M Buy
+128,380
New +$4.18M 0.66% 35
2022
Q1 		– Sell
-47,180
Closed -$1.74M – 133
2021
Q4 		$1.74M Buy
+47,180
New +$1.68M 0.22% 88
2021
Q1 		– Sell
-587,990
Closed -$16.8M – 153
2020
Q4 		$16.8M Sell
587,990
-6,540
-1% -$178K 2.29% 10
2020
Q3 		$15.6M Sell
594,530
-15,610
-3% -$403K 2.33% 10
2020
Q2 		$14.5M Buy
+610,140
New +$13.6M 2.58% 9

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

Jackson Wealth Management's XLG Position: Q2 2026 in Review

Jackson Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 96% in Q2 2026, selling an estimated $8.59M and leaving 5,503 shares worth $337K. The position accounts for 0.2% of the portfolio, ranked #65.

Jackson Wealth Management first reported a position in XLG in Q2 2020 and has held it in 17 quarters since. The position peaked at $16.8M in Q4 2020. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Jackson Wealth Management held 5,503 shares of Invesco S&P 500 Top 50 ETF worth $337K as of Q2 2026.
  • Jackson Wealth Management sold 140,731 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $8.59M.
  • Invesco S&P 500 Top 50 ETF made up 0.2% of Jackson Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Jackson Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 17 quarters since.
  • Jackson Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $16.8M in Q4 2020.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.