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Missouri Trust & Investment Company’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Missouri Trust & Investment Company’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 		$307K Sell
5,050
-341
-6% -$20.8K 0.08% 120
2026
Q1 		$294K Buy
5,391
+1,341
+33% +$77K 0.09% 121
2025
Q4 		$240K Buy
+4,050
New +$238K 0.07% 126

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

Missouri Trust & Investment Company's XLG Position: Q2 2026 in Review

Missouri Trust & Investment Company reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.3% in Q2 2026, selling an estimated $20.8K and leaving 5,050 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #120.

Missouri Trust & Investment Company first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Missouri Trust & Investment Company held 5,050 shares of Invesco S&P 500 Top 50 ETF worth $307K as of Q2 2026.
  • Missouri Trust & Investment Company sold 341 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $20.8K.
  • Invesco S&P 500 Top 50 ETF made up 0.08% of Missouri Trust & Investment Company's portfolio in Q2 2026, its #120 holding.
  • Missouri Trust & Investment Company first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.