Leavell Investment Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Leavell Investment 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	$5.41M	Sell	88,334 -3,405	-4%	-$208K	0.2%	127
2026 Q1	$5M	Sell	91,739 -5,659	-6%	-$325K	0.21%	121
2025 Q4	$5.77M	Buy	97,398 +11,531	+13%	+$678K	0.24%	103
2025 Q3	$4.94M	Buy	85,867 +12,408	+17%	+$678K	0.21%	114
2025 Q2	$3.83M	Sell	73,459 -4,461	-6%	-$212K	0.17%	138
2025 Q1	$3.59M	Buy	77,920 +2,920	+4%	+$144K	0.18%	132
2024 Q4	$3.75M	Buy	75,000 +21,441	+40%	+$1.06M	0.18%	124
2024 Q3	$2.55M	Buy	53,559 +27,029	+102%	+$1.24M	0.13%	164
2024 Q2	$1.21M	Buy	26,530 +20,665	+352%	+$887K	0.07%	244
2024 Q1	$247K	Buy	5,865 +200	+4%	+$8.04K	0.01%	448
2023 Q4	$214K	Buy	+5,665	New	+$202K	0.01%	449

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

Leavell Investment Management's XLG Position: Q2 2026 in Review

Leavell Investment Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.7% in Q2 2026, selling an estimated $208K and leaving 88,334 shares worth $5.41M. The position accounts for 0.2% of the portfolio, ranked #127.

Leavell Investment Management first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.77M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Leavell Investment Management held 88,334 shares of Invesco S&P 500 Top 50 ETF worth $5.41M as of Q2 2026.
Leavell Investment Management sold 3,405 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $208K.
Invesco S&P 500 Top 50 ETF made up 0.2% of Leavell Investment Management's portfolio in Q2 2026, its #127 holding.
Leavell Investment Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
Leavell Investment Management's Invesco S&P 500 Top 50 ETF position peaked at $5.77M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.