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

Lido 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	$77M	Sell	1,257,704 -69,754	-5%	-$4.26M	0.21%	71
2026 Q1	$72.4M	Buy	1,327,458 +77,171	+6%	+$4.43M	0.22%	74
2025 Q4	$72.6M	Sell	1,250,287 -10,160	-0.8%	-$597K	0.22%	68
2025 Q3	$72.5M	Buy	1,260,447 +1,674	+0.1%	+$91.5K	0.23%	61
2025 Q2	$65.6M	Buy	1,258,773 +24,630	+2%	+$1.17M	0.26%	58
2025 Q1	$56.8M	Buy	1,234,143 +23,298	+2%	+$1.15M	0.26%	57
2024 Q4	$60.5M	Buy	1,210,845 +411,032	+51%	+$20.2M	0.28%	47
2024 Q3	$38M	Buy	+799,813	New	+$36.8M	0.19%	56
2024 Q2	–	Sell	-7,162	Closed	-$302K	–	1490
2024 Q1	$302K	Buy	+7,162	New	+$288K	﹤0.01%	1097
2023 Q4	–	Sell	-7,984	Closed	-$271K	–	1448
2023 Q3	$271K	Buy	+7,984	New	+$281K	﹤0.01%	956

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

Lido Advisors's XLG Position: Q2 2026 in Review

Lido Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.3% in Q2 2026, selling an estimated $4.26M and leaving 1,257,704 shares worth $77M. The position accounts for 0.21% of the portfolio, ranked #71.

Lido Advisors first reported a position in XLG in Q3 2023 and has held it in 10 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Lido Advisors held 1,257,704 shares of Invesco S&P 500 Top 50 ETF worth $77M as of Q2 2026.
Lido Advisors sold 69,754 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $4.26M.
Invesco S&P 500 Top 50 ETF made up 0.21% of Lido Advisors's portfolio in Q2 2026, its #71 holding.
Lido Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2023 and has held it in 10 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.