Lee Johnson Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Lee Johnson Capital 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	$689K	Buy	11,253 +1,591	+16%	+$97.1K	0.22%	55
2026 Q1	$527K	Hold	9,662	–	–	0.19%	61
2025 Q4	$573K	Buy	9,662 +113	+1%	+$6.64K	0.2%	70
2025 Q3	$549K	Buy	+9,549	New	+$522K	0.18%	77
2025 Q2	–	Sell	-70,064	Closed	-$3.22M	–	77
2025 Q1	$3.22M	Sell	70,064 -2,012	-3%	-$99.3K	1.71%	22
2024 Q4	$3.6M	Buy	72,076 +1,449	+2%	+$71.3K	1.9%	20
2024 Q3	$3.36M	Buy	+70,627	New	+$3.25M	1.73%	19

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

Lee Johnson Capital Management's XLG Position: Q2 2026 in Review

Lee Johnson Capital Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 16% in Q2 2026, buying an estimated $97.1K and bringing the position to 11,253 shares worth $689K. The position accounts for 0.22% of the portfolio, ranked #55.

Lee Johnson Capital Management first reported a position in XLG in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.6M in Q4 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Lee Johnson Capital Management held 11,253 shares of Invesco S&P 500 Top 50 ETF worth $689K as of Q2 2026.
Lee Johnson Capital Management bought 1,591 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $97.1K.
Invesco S&P 500 Top 50 ETF made up 0.22% of Lee Johnson Capital Management's portfolio in Q2 2026, its #55 holding.
Lee Johnson Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 7 quarters since.
Lee Johnson Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $3.6M in Q4 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.