JFS Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

JFS Wealth 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	$7.04K	Hold	115	–	–	﹤0.01%	1153
2026 Q1	$6.27K	Sell	115 -62	-35%	-$3.56K	﹤0.01%	1114
2025 Q4	$10.5K	Hold	177	–	–	﹤0.01%	954
2025 Q3	$10.2K	Sell	177 -4	-2%	-$219	﹤0.01%	895
2025 Q2	$9.43K	Sell	181 -9	-5%	-$428	﹤0.01%	883
2025 Q1	$8.74K	Buy	190 +121	+175%	+$5.97K	﹤0.01%	919
2024 Q4	$3.45K	Hold	69	–	–	﹤0.01%	1266
2024 Q3	$3.28K	Sell	69 -40	-37%	-$1.84K	﹤0.01%	1278
2024 Q2	$4.99K	Buy	+109	New	+$4.68K	﹤0.01%	1068

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JFS Wealth Advisors's XLG Position: Q2 2026 in Review

JFS Wealth Advisors held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 115 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

JFS Wealth Advisors first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.5K in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

JFS Wealth Advisors held 115 shares of Invesco S&P 500 Top 50 ETF worth $7.04K as of Q2 2026.
JFS Wealth Advisors left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1153 holding.
JFS Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
JFS Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $10.5K in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.