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

Lifelong Wealth 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	$399K	Sell	6,511 -132,292	-95%	-$8.08M	0.09%	71
2026 Q1	$7.57M	Buy	138,803 +14,671	+12%	+$843K	2.01%	12
2025 Q4	$7.36M	Buy	124,132 +65,116	+110%	+$3.83M	1.95%	12
2025 Q3	$3.39M	Buy	59,016 +7,074	+14%	+$387K	1.01%	18
2025 Q2	$2.71M	Buy	51,942 +21,191	+69%	+$1.01M	0.9%	21
2025 Q1	$1.42M	Buy	+30,751	New	+$1.52M	0.66%	23

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

Lifelong Wealth Advisors's XLG Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 95% in Q2 2026, selling an estimated $8.08M and leaving 6,511 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #71.

Lifelong Wealth Advisors first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.57M in Q1 2026. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Lifelong Wealth Advisors held 6,511 shares of Invesco S&P 500 Top 50 ETF worth $399K as of Q2 2026.
Lifelong Wealth Advisors sold 132,292 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $8.08M.
Invesco S&P 500 Top 50 ETF made up 0.09% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Lifelong Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Lifelong Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $7.57M in Q1 2026.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.