JSF Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

JSF Financial’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	$11.4M	Buy	186,891 +7,586	+4%	+$463K	1.81%	12
2026 Q1	$9.78M	Buy	179,305 +13,372	+8%	+$768K	1.92%	12
2025 Q4	$9.84M	Sell	165,933 -4,753	-3%	-$279K	2.04%	12
2025 Q3	$9.82M	Sell	170,686 -446	-0.3%	-$24.4K	2.18%	11
2025 Q2	$8.92M	Buy	171,132 +9,078	+6%	+$432K	2.12%	10
2025 Q1	$7.46M	Sell	162,054 -115,888	-42%	-$5.72M	1.97%	10
2024 Q4	$13.9M	Buy	277,942 +2,954	+1%	+$145K	3.71%	6
2024 Q3	$13.1M	Buy	274,988 +15,197	+6%	+$698K	3.81%	6
2024 Q2	$11.9M	Buy	+259,791	New	+$11.2M	3.64%	7

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

JSF Financial's XLG Position: Q2 2026 in Review

JSF Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.2% in Q2 2026, buying an estimated $463K and bringing the position to 186,891 shares worth $11.4M. The position accounts for 1.81% of the portfolio, ranked #12.

JSF Financial first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.9M in Q4 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

JSF Financial held 186,891 shares of Invesco S&P 500 Top 50 ETF worth $11.4M as of Q2 2026.
JSF Financial bought 7,586 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $463K.
Invesco S&P 500 Top 50 ETF made up 1.81% of JSF Financial's portfolio in Q2 2026, its #12 holding.
JSF Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
JSF Financial's Invesco S&P 500 Top 50 ETF position peaked at $13.9M in Q4 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.