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

LWM 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	–	Sell	-12,647	Closed	-$690K	–	96
2026 Q1	$690K	Sell	12,647 -29,568	-70%	-$1.7M	0.74%	28
2025 Q4	$2.5M	Sell	42,215 -563	-1%	-$33.1K	1.47%	18
2025 Q3	$2.46M	Buy	42,778 +7,673	+22%	+$420K	1.43%	18
2025 Q2	$1.83M	Sell	35,105 -6,859	-16%	-$326K	1.26%	17
2025 Q1	$1.93M	Sell	41,964 -22,371	-35%	-$1.1M	1.34%	19
2024 Q4	$3.21M	Buy	64,335 +6,864	+12%	+$338K	2.23%	13
2024 Q3	$2.73M	Buy	57,471 +2,776	+5%	+$128K	2.02%	12
2024 Q2	$2.5M	Sell	54,695 -385	-0.7%	-$16.5K	2.1%	14
2024 Q1	$2.32M	Buy	55,080 +22,434	+69%	+$902K	1.86%	14
2023 Q4	$1.23M	Buy	+32,646	New	+$1.17M	1.08%	20

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

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

LWM Advisory Services sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 12,647 shares — an estimated $690K sold.

LWM Advisory Services first reported a position in XLG in Q4 2023 and held it in 10 quarters. The position peaked at $3.21M in Q4 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

LWM Advisory Services reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
LWM Advisory Services sold 12,647 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $690K.
LWM Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 10 quarters.
LWM Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $3.21M in Q4 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.