MSH Capital Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

MSH Capital 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	$241K	Sell	3,944 -2,269	-37%	-$139K	0.04%	280
2026 Q1	$339K	Sell	6,213 -10,686	-63%	-$614K	0.07%	215
2025 Q4	$1M	Buy	16,899 +1,802	+12%	+$106K	0.21%	113
2025 Q3	$868K	Buy	15,097 +6,980	+86%	+$382K	0.23%	113
2025 Q2	$423K	Buy	+8,117	New	+$386K	0.12%	175

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

MSH Capital Advisors's XLG Position: Q2 2026 in Review

MSH Capital Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 37% in Q2 2026, selling an estimated $139K and leaving 3,944 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #280.

MSH Capital Advisors first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

MSH Capital Advisors held 3,944 shares of Invesco S&P 500 Top 50 ETF worth $241K as of Q2 2026.
MSH Capital Advisors sold 2,269 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $139K.
Invesco S&P 500 Top 50 ETF made up 0.04% of MSH Capital Advisors's portfolio in Q2 2026, its #280 holding.
MSH Capital Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
MSH Capital Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.