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

Merkkuri 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 		– Sell
-149
Closed -$8.1K – 369
2026
Q1 		$8.1K Sell
149
-37,760
-100% -$2.17M 0.01% 229
2025
Q4 		$2.25M Sell
37,909
-1,651
-4% -$97.1K 1.53% 19
2025
Q3 		$2.28M Buy
39,560
+20,545
+108% +$1.12M 1.65% 18
2025
Q2 		$991K Buy
19,015
+9,951
+110% +$473K 0.75% 41
2025
Q1 		$417K Buy
+9,064
New +$447K 0.36% 59

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
PWP
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
JFGIW
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

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

Merkkuri Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 149 shares — an estimated $8.1K sold.

Merkkuri Wealth Advisors first reported a position in XLG in Q1 2025 and held it in 5 quarters. The position peaked at $2.28M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 149 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $8.1K.
  • Merkkuri Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and held it in 5 quarters.
  • Merkkuri Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $2.28M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.