POM Investment Strategies’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

POM Investment Strategies’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	$228K	Sell	3,730 -374	-9%	-$22.8K	0.26%	35
2026 Q1	$224K	Sell	4,104 -253,991	-98%	-$14.6M	0.28%	45
2025 Q4	$15.3M	Buy	258,095 +11,303	+5%	+$664K	7.87%	2
2025 Q3	$14.2M	Buy	246,792 +45,588	+23%	+$2.49M	7.72%	3
2025 Q2	$10.5M	Buy	201,204 +196,896	+4,570%	+$9.37M	7.49%	2
2025 Q1	$198K	Sell	4,308 -240,796	-98%	-$11.9M	0.23%	26
2024 Q4	$12.2M	Buy	245,104 +3,108	+1%	+$153K	9.22%	3
2024 Q3	$11.5M	Sell	241,996 -76,005	-24%	-$3.49M	8.98%	4
2024 Q2	$14.5M	Buy	318,001 +1,078	+0.3%	+$46.3K	11.64%	1
2024 Q1	$13.4M	Buy	316,923 +16,031	+5%	+$645K	10.93%	1
2023 Q4	$11.3M	Buy	+300,892	New	+$10.7M	10.41%	3

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

POM Investment Strategies's XLG Position: Q2 2026 in Review

POM Investment Strategies reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.1% in Q2 2026, selling an estimated $22.8K and leaving 3,730 shares worth $228K. The position accounts for 0.26% of the portfolio, ranked #35.

POM Investment Strategies first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.3M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

POM Investment Strategies held 3,730 shares of Invesco S&P 500 Top 50 ETF worth $228K as of Q2 2026.
POM Investment Strategies sold 374 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $22.8K.
Invesco S&P 500 Top 50 ETF made up 0.26% of POM Investment Strategies's portfolio in Q2 2026, its #35 holding.
POM Investment Strategies first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
POM Investment Strategies's Invesco S&P 500 Top 50 ETF position peaked at $15.3M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.