Milestone Asset Management Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Milestone Asset Management 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	$2.66M	Sell	43,414 -1,513	-3%	-$92.4K	1.34%	25
2026 Q1	$2.45M	Sell	44,927 -34	-0.1%	-$1.95K	1.43%	24
2025 Q4	$2.67M	Sell	44,961 -752	-2%	-$44.2K	1.5%	22
2025 Q3	$2.63M	Buy	45,713 +1,560	+4%	+$85.3K	1.65%	20
2025 Q2	$2.3M	Buy	44,153 +162	+0.4%	+$7.71K	1.7%	19
2025 Q1	$2.02M	Buy	43,991 +1,710	+4%	+$84.4K	1.83%	17
2024 Q4	$2.11M	Buy	+42,281	New	+$2.08M	1.89%	18

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

Milestone Asset Management Group's XLG Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.4% in Q2 2026, selling an estimated $92.4K and leaving 43,414 shares worth $2.66M. The position accounts for 1.34% of the portfolio, ranked #25.

Milestone Asset Management Group first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Milestone Asset Management Group held 43,414 shares of Invesco S&P 500 Top 50 ETF worth $2.66M as of Q2 2026.
Milestone Asset Management Group sold 1,513 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $92.4K.
Invesco S&P 500 Top 50 ETF made up 1.34% of Milestone Asset Management Group's portfolio in Q2 2026, its #25 holding.
Milestone Asset Management Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Milestone Asset Management Group's Invesco S&P 500 Top 50 ETF position peaked at $2.67M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.