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

Laurel Oak 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 		$252K Sell
4,115
-422
-9% -$25.8K 0.04% 312
2026
Q1 		$247K Sell
4,537
-1,069
-19% -$61.4K 0.04% 304
2025
Q4 		$332K Buy
+5,606
New +$330K 0.06% 248

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

Laurel Oak Wealth Management's XLG Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.3% in Q2 2026, selling an estimated $25.8K and leaving 4,115 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #312.

Laurel Oak Wealth Management first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $332K in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Laurel Oak Wealth Management held 4,115 shares of Invesco S&P 500 Top 50 ETF worth $252K as of Q2 2026.
  • Laurel Oak Wealth Management sold 422 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $25.8K.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #312 holding.
  • Laurel Oak Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $332K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.