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ORG Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

ORG Wealth Partners’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 		$22.8K Hold
372
– – ﹤0.01% 426
2026
Q1 		$20.3K Hold
372
– – ﹤0.01% 409
2025
Q4 		$22.1K Hold
372
– – 0.01% 388
2025
Q3 		$21.4K Sell
372
-9
-2% -$492 ﹤0.01% 392
2025
Q2 		$19.7K Hold
381
– – ﹤0.01% 432
2025
Q1 		$17.6K Hold
381
– – 0.01% 461
2024
Q4 		$19K Hold
381
– – 0.01% 339
2024
Q3 		$18.1K Buy
+381
New +$17.5K 0.01% 340

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ORG Wealth Partners's XLG Position: Q2 2026 in Review

ORG Wealth Partners held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 372 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

ORG Wealth Partners first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • ORG Wealth Partners held 372 shares of Invesco S&P 500 Top 50 ETF worth $22.8K as of Q2 2026.
  • ORG Wealth Partners left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #426 holding.
  • ORG Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.