Thompson David Blair’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Thompson David Blair’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	$204K	Buy	+3,331	New	+$203K	0.1%	206
2026 Q1	–	Sell	-6,712	Closed	-$398K	–	214
2025 Q4	$398K	Buy	+6,712	New	+$395K	0.23%	106
2024 Q4	$293K	Buy	+5,856	New	+$288K	0.21%	97

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thompson David Blair's XLG Position: Q2 2026 in Review

Thompson David Blair opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,331 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #206 among its holdings. This is a return to the name: Thompson David Blair previously reported a position in XLG as recently as Q4 2025.

Thompson David Blair first reported a position in XLG in Q4 2024 and has held it in 3 quarters since. The position peaked at $398K in Q4 2025. 563 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Thompson David Blair held 3,331 shares of Invesco S&P 500 Top 50 ETF worth $204K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Thompson David Blair position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.1% of Thompson David Blair's portfolio in Q2 2026, its #206 holding.
Thompson David Blair first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 3 quarters since.
Thompson David Blair's Invesco S&P 500 Top 50 ETF position peaked at $398K in Q4 2025.
563 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.