Lloyd Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Lloyd Advisory Services’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	$19.9K	Sell	324 -2,450	-88%	-$150K	0.01%	319
2026 Q1	$151K	Buy	2,774 +813	+41%	+$46.7K	0.04%	172
2025 Q4	$116K	Buy	+1,961	New	+$115K	0.05%	167
2025 Q3	–	Sell	-23,119	Closed	-$1.2M	–	118
2025 Q2	$1.2M	Buy	+23,119	New	+$1.1M	0.58%	37

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

Lloyd Advisory Services's XLG Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 88% in Q2 2026, selling an estimated $150K and leaving 324 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #319.

Lloyd Advisory Services first reported a position in XLG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q2 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Lloyd Advisory Services held 324 shares of Invesco S&P 500 Top 50 ETF worth $19.9K as of Q2 2026.
Lloyd Advisory Services sold 2,450 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $150K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #319 holding.
Lloyd Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 4 quarters since.
Lloyd Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $1.2M in Q2 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.