Mount Yale Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Mount Yale Investment 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	$3.18M	Sell	51,941 -5,895	-10%	-$360K	0.06%	313
2026 Q1	$3.15M	Buy	57,836 +711	+1%	+$40.8K	0.07%	272
2025 Q4	$3.39M	Sell	57,125 -9,197	-14%	-$541K	0.16%	133
2025 Q3	$3.81M	Buy	+66,322	New	+$3.63M	0.27%	85

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

Mount Yale Investment Advisors's XLG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 10% in Q2 2026, selling an estimated $360K and leaving 51,941 shares worth $3.18M. The position accounts for 0.06% of the portfolio, ranked #313.

Mount Yale Investment Advisors first reported a position in XLG in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.81M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Mount Yale Investment Advisors held 51,941 shares of Invesco S&P 500 Top 50 ETF worth $3.18M as of Q2 2026.
Mount Yale Investment Advisors sold 5,895 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $360K.
Invesco S&P 500 Top 50 ETF made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #313 holding.
Mount Yale Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3.81M in Q3 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.