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Modern Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Modern Wealth Management’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 		$769K Sell
12,560
-14,291
-53% -$872K 0.01% 585
2026
Q1 		$1.47M Buy
+26,851
New +$1.54M 0.03% 346

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

Modern Wealth Management's XLG Position: Q2 2026 in Review

Modern Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 53% in Q2 2026, selling an estimated $872K and leaving 12,560 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #585.

Modern Wealth Management first reported a position in XLG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.47M in Q1 2026. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Modern Wealth Management held 12,560 shares of Invesco S&P 500 Top 50 ETF worth $769K as of Q2 2026.
  • Modern Wealth Management sold 14,291 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $872K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Modern Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2026 and has held it in 2 quarters since.
  • Modern Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.47M in Q1 2026.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.