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

&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	$4.14M	Sell	67,698 -2,976	-4%	-$182K	0.02%	670
2026 Q1	$3.86M	Buy	70,674 +7,470	+12%	+$429K	0.02%	615
2025 Q4	$3.65M	Buy	63,204 +5,186	+9%	+$305K	0.02%	607
2025 Q3	$3.34M	Buy	58,018 +9,398	+19%	+$514K	0.02%	550
2025 Q2	$2.53M	Sell	48,620 -2,148	-4%	-$102K	0.02%	575
2025 Q1	$2.33M	Sell	50,768 -2,340	-4%	-$115K	0.02%	489
2024 Q4	$2.68M	Sell	53,108 -7,831	-13%	-$386K	0.03%	409
2024 Q3	$2.9M	Sell	60,939 -13,206	-18%	-$607K	0.06%	292
2024 Q2	$3.39M	Buy	74,145 +18,995	+34%	+$815K	0.15%	153
2024 Q1	$2.32M	Buy	+55,150	New	+$2.22M	0.32%	62

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

&Partners's XLG Position: Q2 2026 in Review

&Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.2% in Q2 2026, selling an estimated $182K and leaving 67,698 shares worth $4.14M. The position accounts for 0.02% of the portfolio, ranked #670.

&Partners first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

&Partners held 67,698 shares of Invesco S&P 500 Top 50 ETF worth $4.14M as of Q2 2026.
&Partners sold 2,976 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $182K.
Invesco S&P 500 Top 50 ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #670 holding.
&Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.