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

Portus 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	–	Sell	-1,997	Closed	-$109K	–	541
2026 Q1	$109K	Sell	1,997 -47,761	-96%	-$2.74M	0.1%	56
2025 Q4	$2.95M	Buy	49,758 +705	+1%	+$41.4K	2.78%	8
2025 Q3	$2.82M	Buy	+49,053	New	+$2.68M	2.81%	8

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

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

Portus Wealth Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 1,997 shares — an estimated $109K sold.

Portus Wealth Advisors first reported a position in XLG in Q3 2025 and held it in 3 quarters. The position peaked at $2.95M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Portus Wealth Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 1,997 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $109K.
Portus Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and held it in 3 quarters.
Portus Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $2.95M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.