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

Principle 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	$159M	Buy	2,592,959 +39,972	+2%	+$2.44M	7.84%	1
2026 Q1	$139M	Buy	2,552,987 +85,970	+3%	+$4.94M	7.96%	1
2025 Q4	$146M	Sell	2,467,017 -274,284	-10%	-$16.1M	8.23%	1
2025 Q3	$158M	Buy	2,741,301 +59,078	+2%	+$3.23M	9.15%	1
2025 Q2	$140M	Buy	2,682,223 +1,232,337	+85%	+$58.6M	8.73%	1
2025 Q1	$66.7M	Buy	1,449,886 +357,733	+33%	+$17.7M	4.77%	3
2024 Q4	$54.6M	Buy	1,092,153 +112,147	+11%	+$5.52M	3.83%	3
2024 Q3	$46.6M	Buy	980,006 +158,478	+19%	+$7.28M	3.3%	6
2024 Q2	$37.6M	Buy	821,528 +117,959	+17%	+$5.06M	2.86%	7
2024 Q1	$29.6M	Buy	703,569 +262,002	+59%	+$10.5M	2.32%	8
2023 Q4	$16.7M	Buy	441,567 +243,554	+123%	+$8.69M	1.43%	15
2023 Q3	$6.72M	Buy	+198,013	New	+$6.96M	0.68%	38

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principle Wealth Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.6% in Q2 2026, buying an estimated $2.44M and bringing the position to 2,592,959 shares worth $159M. The position accounts for 7.84% of the portfolio, ranked #1.

Principle Wealth Partners first reported a position in XLG in Q3 2023 and has held it in 12 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Principle Wealth Partners held 2,592,959 shares of Invesco S&P 500 Top 50 ETF worth $159M as of Q2 2026.
Principle Wealth Partners bought 39,972 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.44M.
Invesco S&P 500 Top 50 ETF made up 7.84% of Principle Wealth Partners's portfolio in Q2 2026, its #1 holding.
Principle Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2023 and has held it in 12 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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