Per Stirling Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Per Stirling Capital Management’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	–	Sell	-4,616	Closed	-$252K	–	354
2026 Q1	$252K	Sell	4,616 -2,882	-38%	-$166K	0.03%	278
2025 Q4	$444K	Buy	7,498 +2,163	+41%	+$127K	0.05%	196
2025 Q3	$307K	Buy	5,335 +973	+22%	+$53.2K	0.04%	222
2025 Q2	$227K	Sell	4,362 -63	-1%	-$3K	0.03%	254
2025 Q1	$204K	Sell	4,425 -41,374	-90%	-$2.04M	0.03%	253
2024 Q4	$2.29M	Buy	45,799 +17,662	+63%	+$870K	0.32%	67
2024 Q3	$1.34M	Buy	28,137 +9	+0%	+$414	0.19%	90
2024 Q2	$1.29M	Sell	28,128 -23,783	-46%	-$1.02M	0.21%	82
2024 Q1	$2.19M	Buy	51,911 +21,877	+73%	+$880K	0.37%	56
2023 Q4	$1.13M	Buy	+30,034	New	+$1.07M	0.21%	78

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

Per Stirling Capital Management's XLG Position: Q2 2026 in Review

Per Stirling Capital Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 4,616 shares — an estimated $252K sold.

Per Stirling Capital Management first reported a position in XLG in Q4 2023 and held it in 10 quarters. The position peaked at $2.29M in Q4 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Per Stirling Capital Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Per Stirling Capital Management sold 4,616 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $252K.
Per Stirling Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 10 quarters.
Per Stirling Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $2.29M in Q4 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.