Precedent Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Precedent Wealth Partners’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	$10.6M	Sell	173,358 -1,744	-1%	-$106K	1.77%	12
2026 Q1	$9.55M	Sell	175,102 -25,983	-13%	-$1.49M	1.91%	12
2025 Q4	$11.9M	Sell	201,085 -8,847	-4%	-$520K	2.5%	6
2025 Q3	$12.1M	Buy	209,932 +2,131	+1%	+$117K	2.66%	5
2025 Q2	$10.8M	Sell	207,801 -14,023	-6%	-$667K	2.65%	6
2025 Q1	$10.2M	Buy	221,824 +53,661	+32%	+$2.65M	2.83%	6
2024 Q4	$8.4M	Buy	168,163 +2,457	+1%	+$121K	2.74%	8
2024 Q3	$7.88M	Buy	165,706 +31,691	+24%	+$1.46M	2.6%	8
2024 Q2	$6.13M	Buy	134,015 +14,611	+12%	+$627K	2.47%	8
2024 Q1	$5.03M	Buy	119,404 +43,134	+57%	+$1.74M	2.16%	11
2023 Q4	$2.88M	Buy	+76,270	New	+$2.72M	1.46%	11

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

Precedent Wealth Partners's XLG Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1% in Q2 2026, selling an estimated $106K and leaving 173,358 shares worth $10.6M. The position accounts for 1.77% of the portfolio, ranked #12.

Precedent Wealth Partners first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Precedent Wealth Partners held 173,358 shares of Invesco S&P 500 Top 50 ETF worth $10.6M as of Q2 2026.
Precedent Wealth Partners sold 1,744 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $106K.
Invesco S&P 500 Top 50 ETF made up 1.77% of Precedent Wealth Partners's portfolio in Q2 2026, its #12 holding.
Precedent Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $12.1M in Q3 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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