Merit Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Merit Financial Group’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	$1.39M	Sell	22,766 -1,051	-4%	-$64.2K	0.01%	907
2026 Q1	$1.3M	Sell	23,817 -614	-3%	-$35.3K	0.01%	857
2025 Q4	$1.45M	Buy	24,431 +119	+0.5%	+$7K	0.01%	768
2025 Q3	$1.4M	Sell	24,312 -1,111	-4%	-$60.7K	0.01%	705
2025 Q2	$1.32M	Sell	25,423 -1,410	-5%	-$67.1K	0.01%	660
2025 Q1	$1.23M	Buy	26,833 +6,775	+34%	+$334K	0.02%	580
2024 Q4	$1M	Buy	20,058 +5,486	+38%	+$270K	0.02%	510
2024 Q3	$693K	Buy	14,572 +377	+3%	+$17.3K	0.02%	492
2024 Q2	$649K	Buy	14,195 +284	+2%	+$12.2K	0.01%	520
2024 Q1	$579K	Sell	13,911 -17,116	-55%	-$688K	0.01%	537
2023 Q4	$1.17M	Sell	31,027 -90,594	-74%	-$3.23M	0.04%	272
2023 Q3	$4.13M	Buy	121,621 +4,781	+4%	+$168K	0.14%	119
2023 Q2	$4.09M	Buy	116,840 +6,900	+6%	+$225K	0.13%	117
2023 Q1	$3.41M	Buy	109,940 +55,440	+102%	+$1.63M	0.12%	123
2022 Q4	$1.5M	Buy	+54,500	New	+$1.54M	0.05%	235
2022 Q3	–	Sell	-9,600	Closed	-$275K	–	650
2022 Q2	$275K	Buy	+9,600	New	+$299K	0.01%	461

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

Merit Financial Group's XLG Position: Q2 2026 in Review

Merit Financial Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.4% in Q2 2026, selling an estimated $64.2K and leaving 22,766 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #907.

Merit Financial Group first reported a position in XLG in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.13M in Q3 2023. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Merit Financial Group held 22,766 shares of Invesco S&P 500 Top 50 ETF worth $1.39M as of Q2 2026.
Merit Financial Group sold 1,051 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $64.2K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #907 holding.
Merit Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and has held it in 16 quarters since.
Merit Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $4.13M in Q3 2023.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.