McAdam LLC
XLG icon

McAdam LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

McAdam LLC’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 		$917K Sell
14,970
-23,725
-61% -$1.45M 0.04% 180
2026
Q1 		$2.11M Sell
38,695
-1,252
-3% -$71.9K 0.1% 103
2025
Q4 		$2.37M Sell
39,947
-1,660
-4% -$97.6K 0.11% 94
2025
Q3 		$2.39M Sell
41,607
-2,154
-5% -$118K 0.12% 91
2025
Q2 		$2.28M Sell
43,761
-7,102
-14% -$338K 0.12% 88
2025
Q1 		$2.34M Sell
50,863
-2,821
-5% -$139K 0.14% 83
2024
Q4 		$2.68M Sell
53,684
-2,453
-4% -$121K 0.15% 78
2024
Q3 		$2.67M Sell
56,137
-10,640
-16% -$489K 0.15% 79
2024
Q2 		$3.06M Sell
66,777
-2,135
-3% -$91.6K 0.18% 66
2024
Q1 		$2.9M Buy
68,912
+428
+0.6% +$17.2K 0.19% 67
2023
Q4 		$2.58M Sell
68,484
-1,788
-3% -$63.8K 0.19% 68
2023
Q3 		$2.39M Sell
70,272
-5,948
-8% -$209K 0.2% 68
2023
Q2 		$2.67M Sell
76,220
-17,010
-18% -$554K 0.22% 61
2023
Q1 		$2.9M Sell
93,230
-44,720
-32% -$1.31M 0.26% 60
2022
Q4 		$5.09M Buy
137,950
+21,550
+19% +$608K 0.5% 35
2022
Q3 		$3.13M Sell
116,400
-6,000
-5% -$181K 0.34% 50
2022
Q2 		$3.51M Sell
122,400
-12,740
-9% -$397K 0.37% 51
2022
Q1 		$4.75M Sell
135,140
-2,810
-2% -$96.6K 0.45% 39
2021
Q4 		$5.09M Buy
137,950
+320
+0.2% +$11.4K 0.5% 35
2021
Q3 		$4.54M Sell
137,630
-10,490
-7% -$355K 0.5% 36
2021
Q2 		$5M Buy
148,120
+5,810
+4% +$182K 0.57% 30
2021
Q1 		$4.22M Buy
142,310
+26,460
+23% +$771K 0.6% 29
2020
Q4 		$3.3M Buy
115,850
+105,340
+1,002% +$2.87M 0.51% 31
2020
Q3 		$275K Buy
+10,510
New +$272K 0.05% 109

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McAdam LLC's XLG Position: Q2 2026 in Review

McAdam LLC reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 61% in Q2 2026, selling an estimated $1.45M and leaving 14,970 shares worth $917K. The position accounts for 0.04% of the portfolio, ranked #180.

McAdam LLC first reported a position in XLG in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.09M in Q4 2022. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • McAdam LLC held 14,970 shares of Invesco S&P 500 Top 50 ETF worth $917K as of Q2 2026.
  • McAdam LLC sold 23,725 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.45M.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #180 holding.
  • McAdam LLC first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 24 quarters since.
  • McAdam LLC's Invesco S&P 500 Top 50 ETF position peaked at $5.09M in Q4 2022.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.