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

Maridea Wealth Management’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	$665K	Buy	10,866 +1,342	+14%	+$81.9K	0.07%	249
2026 Q1	$520K	Sell	9,524 -1,082	-10%	-$62.1K	0.08%	247
2025 Q4	$629K	Sell	10,606 -71	-0.7%	-$4.17K	0.09%	207
2025 Q3	$621K	Buy	10,677 +2,513	+31%	+$137K	0.1%	202
2025 Q2	$425K	Buy	8,164 +2,981	+58%	+$142K	0.11%	186
2025 Q1	$239K	Sell	5,183 -936	-15%	-$46.2K	0.08%	200
2024 Q4	$306K	Buy	+6,119	New	+$301K	0.1%	174

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

Maridea Wealth Management's XLG Position: Q2 2026 in Review

Maridea Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 14% in Q2 2026, buying an estimated $81.9K and bringing the position to 10,866 shares worth $665K. The position accounts for 0.07% of the portfolio, ranked #249.

Maridea Wealth Management first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Maridea Wealth Management held 10,866 shares of Invesco S&P 500 Top 50 ETF worth $665K as of Q2 2026.
Maridea Wealth Management bought 1,342 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $81.9K.
Invesco S&P 500 Top 50 ETF made up 0.07% of Maridea Wealth Management's portfolio in Q2 2026, its #249 holding.
Maridea Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.