Mutual Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.38M | Sell |
87,793
-11,781
| -12% | -$719K | 0.1% | 200 |
|
|
2026
Q1 | $5.43M | Sell |
99,574
-64,332
| -39% | -$3.69M | 0.12% | 175 |
|
|
2025
Q4 | $9.72M | Buy |
163,906
+24,984
| +18% | +$1.47M | 0.21% | 93 |
|
|
2025
Q3 | $8.07M | Buy |
138,922
+16,587
| +14% | +$907K | 0.18% | 112 |
|
|
2025
Q2 | $6.58M | Buy |
122,335
+84,272
| +221% | +$4.01M | 0.16% | 133 |
|
|
2025
Q1 | $1.74M | Buy |
38,063
+12,262
| +48% | +$605K | 0.05% | 318 |
|
|
2024
Q4 | $1.29M | Sell |
25,801
-5,765
| -18% | -$284K | 0.04% | 400 |
|
|
2024
Q3 | $1.52M | Sell |
31,566
-373
| -1% | -$17.1K | 0.04% | 343 |
|
|
2024
Q2 | $1.44M | Sell |
31,939
-7,647
| -19% | -$328K | 0.04% | 354 |
|
|
2024
Q1 | $1.67M | Sell |
39,586
-1,082
| -3% | -$43.5K | 0.05% | 321 |
|
|
2023
Q4 | $1.53M | Buy |
40,668
+1,465
| +4% | +$52.3K | 0.05% | 329 |
|
|
2023
Q3 | $1.33M | Buy |
39,203
+1,513
| +4% | +$53.2K | 0.05% | 352 |
|
|
2023
Q2 | $1.32M | Buy |
37,690
+1,220
| +3% | +$39.8K | 0.05% | 354 |
|
|
2023
Q1 | $1.13M | Buy |
36,470
+1,100
| +3% | +$32.3K | 0.05% | 394 |
|
|
2022
Q4 | $976K | Buy |
35,370
+9,990
| +39% | +$282K | 0.04% | 412 |
|
|
2022
Q3 | $683K | Buy |
25,380
+1,280
| +5% | +$38.6K | 0.04% | 477 |
|
|
2022
Q2 | $691K | Sell |
24,100
-220
| -0.9% | -$6.86K | 0.05% | 443 |
|
|
2022
Q1 | $855K | Buy |
24,320
+1,250
| +5% | +$43K | 0.05% | 419 |
|
|
2021
Q4 | $852K | Sell |
23,070
-290
| -1% | -$10.3K | 0.05% | 432 |
|
|
2021
Q3 | $771K | Buy |
23,360
+10
| +0% | +$339 | 0.05% | 415 |
|
|
2021
Q2 | $760K | Buy |
23,350
+180
| +0.8% | +$5.64K | 0.05% | 424 |
|
|
2021
Q1 | $687K | Sell |
23,170
-4,080
| -15% | -$119K | 0.05% | 413 |
|
|
2020
Q4 | $777K | Sell |
27,250
-2,150
| -7% | -$58.5K | 0.06% | 373 |
|
|
2020
Q3 | $770K | Sell |
29,400
-1,850
| -6% | -$47.8K | 0.07% | 310 |
|
|
2020
Q2 | $743K | Buy |
31,250
+5,620
| +22% | +$126K | 0.07% | 286 |
|
|
2020
Q1 | $501K | Buy |
+25,630
| New | +$577K | 0.07% | 291 |
|
|
2019
Q2 | – | Sell |
-13,050
| Closed | -$265K | – | 588 |
|
|
2019
Q1 | $265K | Buy |
+13,050
| New | +$253K | 0.04% | 389 |
|
|
2018
Q4 | – | Sell |
-15,670
| Closed | -$328K | – | 496 |
|
|
2018
Q3 | $328K | Buy |
15,670
+1,020
| +7% | +$20.8K | 0.05% | 349 |
|
|
2018
Q2 | $282K | Sell |
14,650
-16,410
| -53% | -$315K | 0.06% | 340 |
|
|
2018
Q1 | $580K | Sell |
31,060
-1,600
| -5% | -$31.2K | 0.15% | 216 |
|
|
2017
Q4 | $621K | Buy |
+32,660
| New | +$604K | 0.23% | 126 |
|
Other funds holding XLG
PWP
JFGIW
Mutual Advisors's XLG Position: Q2 2026 in Review
Mutual Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 12% in Q2 2026, selling an estimated $719K and leaving 87,793 shares worth $5.38M. The position accounts for 0.1% of the portfolio, ranked #200.
Mutual Advisors first reported a position in XLG in Q4 2017 and has held it in 31 quarters since. The position peaked at $9.72M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.
- Mutual Advisors held 87,793 shares of Invesco S&P 500 Top 50 ETF worth $5.38M as of Q2 2026.
- Mutual Advisors sold 11,781 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $719K.
- Invesco S&P 500 Top 50 ETF made up 0.1% of Mutual Advisors's portfolio in Q2 2026, its #200 holding.
- Mutual Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2017 and has held it in 31 quarters since.
- Mutual Advisors's Invesco S&P 500 Top 50 ETF position peaked at $9.72M in Q4 2025.
- 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.