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

Maia Wealth’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	$3.37M	Sell	54,986 -24,481	-31%	-$1.49M	0.5%	56
2026 Q1	$4.33M	Sell	79,467 -58,144	-42%	-$3.34M	0.73%	32
2025 Q4	$7.88M	Sell	137,611 -30,944	-18%	-$1.82M	1.34%	14
2025 Q3	$10.1M	Buy	168,555 +90,734	+117%	+$4.96M	1.69%	11
2025 Q2	$4.05M	Buy	77,821 +29,101	+60%	+$1.38M	0.77%	32
2025 Q1	$2.18M	Buy	48,720 +34,418	+241%	+$1.7M	0.49%	52
2024 Q4	$720K	Buy	+14,302	New	+$704K	0.16%	128

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

Maia Wealth's XLG Position: Q2 2026 in Review

Maia Wealth reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 31% in Q2 2026, selling an estimated $1.49M and leaving 54,986 shares worth $3.37M. The position accounts for 0.5% of the portfolio, ranked #56.

Maia Wealth first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q3 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Maia Wealth held 54,986 shares of Invesco S&P 500 Top 50 ETF worth $3.37M as of Q2 2026.
Maia Wealth sold 24,481 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.49M.
Invesco S&P 500 Top 50 ETF made up 0.5% of Maia Wealth's portfolio in Q2 2026, its #56 holding.
Maia Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Maia Wealth's Invesco S&P 500 Top 50 ETF position peaked at $10.1M in Q3 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.