Parcion Private Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Parcion Private Wealth’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	$379K	Hold	6,188	–	–	0.02%	326
2026 Q1	$338K	Hold	6,188	–	–	0.02%	310
2025 Q4	$367K	Hold	6,188	–	–	0.02%	289
2025 Q3	$356K	Hold	6,188	–	–	0.02%	247
2025 Q2	$322K	Buy	+6,188	New	+$294K	0.02%	228

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

Parcion Private Wealth's XLG Position: Q2 2026 in Review

Parcion Private Wealth held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 6,188 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #326.

Parcion Private Wealth first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Parcion Private Wealth held 6,188 shares of Invesco S&P 500 Top 50 ETF worth $379K as of Q2 2026.
Parcion Private Wealth left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #326 holding.
Parcion Private Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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