Millstone Evans Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Millstone Evans 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	$38.9K	Hold	636	–	–	0.02%	397
2026 Q1	$34.7K	Hold	636	–	–	0.02%	395
2025 Q4	$37.7K	Hold	636	–	–	0.02%	384
2025 Q3	$36.6K	Hold	636	–	–	0.02%	375
2025 Q2	$33.1K	Hold	636	–	–	0.02%	375
2025 Q1	$29.3K	Hold	636	–	–	0.02%	389
2024 Q4	$31.8K	Buy	+636	New	+$31.3K	0.02%	366

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Millstone Evans Group's XLG Position: Q2 2026 in Review

Millstone Evans Group held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 636 shares worth $38.9K. The position accounts for 0.02% of the portfolio, ranked #397.

Millstone Evans Group first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 505 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Millstone Evans Group held 636 shares of Invesco S&P 500 Top 50 ETF worth $38.9K as of Q2 2026.
Millstone Evans Group left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #397 holding.
Millstone Evans Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
505 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.