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

PCG Wealth 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	$2.89M	Buy	47,241 +7,115	+18%	+$434K	0.65%	47
2026 Q1	$2.19M	Buy	40,126 +4,143	+12%	+$238K	0.55%	59
2025 Q4	$2.13M	Buy	35,983 +7,267	+25%	+$427K	0.6%	55
2025 Q3	$1.65M	Buy	+28,716	New	+$1.57M	0.48%	63

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

PCG Wealth Advisors's XLG Position: Q2 2026 in Review

PCG Wealth Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 18% in Q2 2026, buying an estimated $434K and bringing the position to 47,241 shares worth $2.89M. The position accounts for 0.65% of the portfolio, ranked #47.

PCG Wealth Advisors first reported a position in XLG in Q3 2025 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

PCG Wealth Advisors held 47,241 shares of Invesco S&P 500 Top 50 ETF worth $2.89M as of Q2 2026.
PCG Wealth Advisors bought 7,115 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $434K.
Invesco S&P 500 Top 50 ETF made up 0.65% of PCG Wealth Advisors's portfolio in Q2 2026, its #47 holding.
PCG Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 4 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.