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

NewEdge 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	$12.3M	Buy	200,437 +11,289	+6%	+$689K	0.04%	439
2026 Q1	$10.3M	Sell	189,148 -53,340	-22%	-$3.06M	0.04%	450
2025 Q4	$14.4M	Buy	242,488 +3,726	+2%	+$219K	0.05%	328
2025 Q3	$13.7M	Buy	238,762 +20,600	+9%	+$1.13M	0.06%	312
2025 Q2	$11.4M	Buy	218,162 +52,483	+32%	+$2.5M	0.06%	337
2025 Q1	$7.62M	Buy	165,679 +36,739	+28%	+$1.81M	0.05%	385
2024 Q4	$6.44M	Buy	128,940 +30,350	+31%	+$1.49M	0.04%	416
2024 Q3	$4.69M	Sell	98,590 -1,658	-2%	-$76.2K	0.03%	498
2024 Q2	$4.59M	Buy	100,248 +3,700	+4%	+$159K	0.03%	475
2024 Q1	$4.07M	Sell	96,548 -21,911	-18%	-$881K	0.04%	451
2023 Q4	$4.56M	Buy	118,459 +51,639	+77%	+$1.84M	0.04%	381
2023 Q3	$2.27M	Buy	66,820 +6,970	+12%	+$245K	0.02%	560
2023 Q2	$2.09M	Buy	59,850 +43,730	+271%	+$1.42M	0.02%	572
2023 Q1	$502K	Sell	16,120 -2,010	-11%	-$59K	0.01%	1114
2022 Q4	$498K	Buy	18,130 +1,960	+12%	+$55.3K	0.01%	779
2022 Q3	$436K	Sell	16,170 -280	-2%	-$8.45K	0.01%	1034
2022 Q2	$472K	Buy	+16,450	New	+$513K	0.01%	1014
2022 Q1	–	Sell	-16,170	Closed	-$597K	–	1671
2021 Q4	$597K	Buy	+16,170	New	+$576K	0.01%	987

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

NewEdge Advisors's XLG Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 6% in Q2 2026, buying an estimated $689K and bringing the position to 200,437 shares worth $12.3M. The position accounts for 0.04% of the portfolio, ranked #439.

NewEdge Advisors first reported a position in XLG in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.4M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

NewEdge Advisors held 200,437 shares of Invesco S&P 500 Top 50 ETF worth $12.3M as of Q2 2026.
NewEdge Advisors bought 11,289 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $689K.
Invesco S&P 500 Top 50 ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #439 holding.
NewEdge Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 18 quarters since.
NewEdge Advisors's Invesco S&P 500 Top 50 ETF position peaked at $14.4M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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