Perigon Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Perigon Wealth 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	$1.49M	Buy	24,314 +753	+3%	+$46K	0.02%	467
2026 Q1	$1.29M	Buy	23,561 +687	+3%	+$39.5K	0.02%	460
2025 Q4	$1.36M	Buy	22,874 +20	+0.1%	+$1.18K	0.02%	461
2025 Q3	$1.31M	Sell	22,854 -699	-3%	-$38.2K	0.03%	440
2025 Q2	$1.23M	Sell	23,553 -15,417	-40%	-$733K	0.03%	421
2025 Q1	$1.79M	Buy	38,970 +12,647	+48%	+$624K	0.05%	327
2024 Q4	$1.31M	Buy	26,323 +16,496	+168%	+$812K	0.03%	377
2024 Q3	$467K	Buy	9,827 +750	+8%	+$34.5K	0.01%	640
2024 Q2	$415K	Sell	9,077 -23,693	-72%	-$1.02M	0.01%	589
2024 Q1	$1.38M	Buy	32,770 +12	+0%	+$483	0.04%	301
2023 Q4	$1.24M	Buy	32,758 +24,353	+290%	+$869K	0.04%	297
2023 Q3	$285K	Sell	8,405 -765	-8%	-$26.9K	0.01%	603
2023 Q2	$321K	Buy	+9,170	New	+$299K	0.01%	585
2022 Q2	–	Sell	-6,080	Closed	-$214K	–	631
2022 Q1	$214K	Hold	6,080	–	–	0.02%	566
2021 Q4	$224K	Hold	6,080	–	–	0.02%	530
2021 Q3	$201K	Buy	+6,080	New	+$206K	0.02%	513
2021 Q1	–	Sell	-6,080	Closed	-$173K	–	1052
2020 Q4	$173K	Buy	+6,080	New	+$166K	0.02%	424
2018 Q2	–	Sell	-6,080	Closed	-$114K	–	601
2018 Q1	$114K	Sell	6,080 -140	-2%	-$2.73K	0.04%	220
2017 Q4	$118K	Sell	6,220 -60	-1%	-$1.11K	0.04%	183
2017 Q3	$112K	Buy	6,280 +70	+1%	+$1.23K	0.04%	250
2017 Q2	$106K	Buy	6,210 +130	+2%	+$2.21K	0.02%	297
2017 Q1	$102K	Hold	6,080	–	–	0.02%	300
2016 Q4	$103K	Hold	6,080	–	–	0.02%	287
2016 Q3	$93K	Buy	+6,080	New	+$92.9K	0.02%	247

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

Perigon Wealth Management's XLG Position: Q2 2026 in Review

Perigon Wealth Management increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.2% in Q2 2026, buying an estimated $46K and bringing the position to 24,314 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #467.

Perigon Wealth Management first reported a position in XLG in Q3 2016 and has held it in 24 quarters since. The position peaked at $1.79M in Q1 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Perigon Wealth Management held 24,314 shares of Invesco S&P 500 Top 50 ETF worth $1.49M as of Q2 2026.
Perigon Wealth Management bought 753 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $46K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #467 holding.
Perigon Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2016 and has held it in 24 quarters since.
Perigon Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $1.79M in Q1 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.