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

Laraway Financial 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 		$4.35M Sell
71,054
-89
-0.1% -$5.43K 2.64% 7
2026
Q1 		$3.88M Buy
71,143
+180
+0.3% +$10.3K 2.73% 7
2025
Q4 		$4.21M Buy
70,963
+3,333
+5% +$196K 2.74% 9
2025
Q3 		$3.89M Buy
67,630
+2,351
+4% +$129K 2.66% 9
2025
Q2 		$3.4M Buy
65,279
+1,200
+2% +$57.1K 2.58% 8
2025
Q1 		$2.95M Buy
64,079
+1,723
+3% +$85K 2.34% 10
2024
Q4 		$3.12M Buy
62,356
+2,682
+4% +$132K 2.4% 10
2024
Q3 		$2.84M Buy
59,674
+2,368
+4% +$109K 2.26% 10
2024
Q2 		$2.62M Buy
57,306
+1,171
+2% +$50.3K 2.24% 10
2024
Q1 		$2.36M Buy
56,135
+2,606
+5% +$105K 2.09% 12
2023
Q4 		$2.02M Sell
53,529
-373
-0.7% -$13.3K 1.92% 14
2023
Q3 		$1.83M Sell
53,902
-318
-0.6% -$11.2K 1.91% 13
2023
Q2 		$1.9M Sell
54,220
-90
-0.2% -$2.93K 1.87% 14
2023
Q1 		$1.69M Sell
54,310
-1,530
-3% -$44.9K 1.71% 15
2022
Q4 		$1.54M Sell
55,840
-2,360
-4% -$66.6K 1.61% 17
2022
Q3 		$1.56M Sell
58,200
-400
-0.7% -$12.1K 1.75% 15
2022
Q2 		$1.68M Sell
58,600
-300
-0.5% -$9.35K 1.79% 15
2022
Q1 		$2.07M Sell
58,900
-200
-0.3% -$6.88K 1.89% 14
2021
Q4 		$2.18M Buy
+59,100
New +$2.11M 1.95% 14

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

Laraway Financial Advisors's XLG Position: Q2 2026 in Review

Laraway Financial Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.13% in Q2 2026, selling an estimated $5.43K and leaving 71,054 shares worth $4.35M. The position accounts for 2.64% of the portfolio, ranked #7.

Laraway Financial Advisors first reported a position in XLG in Q4 2021 and has held it in 19 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Laraway Financial Advisors held 71,054 shares of Invesco S&P 500 Top 50 ETF worth $4.35M as of Q2 2026.
  • Laraway Financial Advisors sold 89 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $5.43K.
  • Invesco S&P 500 Top 50 ETF made up 2.64% of Laraway Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Laraway Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 19 quarters since.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.