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

Medallion Wealth Advisors’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	$281K	Sell	4,591 -645	-12%	-$39.4K	0.09%	197
2026 Q1	$286K	Buy	5,236 +21	+0.4%	+$1.21K	0.09%	196
2025 Q4	$309K	Sell	5,215 -35	-0.7%	-$2.06K	0.1%	183
2025 Q3	$302K	Buy	5,250 +22	+0.4%	+$1.2K	0.11%	180
2025 Q2	$271K	Buy	5,228 +16	+0.3%	+$761	0.1%	186
2025 Q1	$241K	Buy	5,212 +1,272	+32%	+$62.8K	0.11%	180
2024 Q4	$197K	Buy	+3,940	New	+$194K	0.1%	192

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

Medallion Wealth Advisors's XLG Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 12% in Q2 2026, selling an estimated $39.4K and leaving 4,591 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #197.

Medallion Wealth Advisors first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Medallion Wealth Advisors held 4,591 shares of Invesco S&P 500 Top 50 ETF worth $281K as of Q2 2026.
Medallion Wealth Advisors sold 645 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $39.4K.
Invesco S&P 500 Top 50 ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q2 2026, its #197 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $309K in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.