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

Physician 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	$14.8K	Sell	241 -4,636	-95%	-$283K	﹤0.01%	768
2026 Q1	$266K	Sell	4,877 -407,158	-99%	-$23.4M	0.04%	162
2025 Q4	$24.4M	Buy	412,035 +10,364	+3%	+$609K	3.4%	6
2025 Q3	$23.1M	Buy	401,671 +216,171	+117%	+$11.8M	3.29%	6
2025 Q2	$9.66M	Buy	185,500 +64,499	+53%	+$3.07M	1.52%	18
2025 Q1	$5.57M	Buy	+121,001	New	+$5.97M	0.96%	26

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 95% in Q2 2026, selling an estimated $283K and leaving 241 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Physician Wealth Advisors first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.4M in Q4 2025. 274 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Physician Wealth Advisors held 241 shares of Invesco S&P 500 Top 50 ETF worth $14.8K as of Q2 2026.
Physician Wealth Advisors sold 4,636 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $283K.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #768 holding.
Physician Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $24.4M in Q4 2025.
274 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.