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Private Advisor Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Private Advisor Group’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 		$40.7M Buy
664,341
+6,360
+1% +$388K 0.19% 119
2026
Q1 		$35.9M Sell
657,981
-58,999
-8% -$3.39M 0.17% 129
2025
Q4 		$42.5M Buy
716,980
+42,664
+6% +$2.51M 0.2% 104
2025
Q3 		$38.8M Sell
674,316
-652,301
-49% -$35.7M 0.19% 111
2025
Q2 		$69.1M Buy
1,326,617
+198,989
+18% +$9.47M 0.37% 47
2025
Q1 		$51.9M Buy
1,127,628
+305,548
+37% +$15.1M 0.31% 63
2024
Q4 		$41.1M Buy
822,080
+122,294
+17% +$6.02M 0.23% 94
2024
Q3 		$33.3M Buy
699,786
+83,309
+14% +$3.83M 0.21% 101
2024
Q2 		$28.2M Buy
616,477
+362,048
+142% +$15.5M 0.19% 103
2024
Q1 		$10.7M Buy
254,429
+37,477
+17% +$1.51M 0.08% 243
2023
Q4 		$8.18M Buy
216,952
+81,574
+60% +$2.91M 0.06% 295
2023
Q3 		$4.6M Sell
135,378
-2,682
-2% -$94.3K 0.04% 419
2023
Q2 		$4.83M Buy
138,060
+1,280
+0.9% +$41.7K 0.04% 409
2023
Q1 		$4.25M Buy
136,780
+28,260
+26% +$829K 0.04% 433
2022
Q4 		$3K Buy
108,520
+7,030
+7% +$198K ﹤0.01% 1064
2022
Q3 		$2.73M Sell
101,490
-173,470
-63% -$5.23M 0.03% 523
2022
Q2 		$7.88M Sell
274,960
-172,570
-39% -$5.38M 0.07% 273
2022
Q1 		$15.7M Buy
447,530
+289,800
+184% +$9.97M 0.12% 173
2021
Q4 		$5.82M Sell
157,730
-11,470
-7% -$409K 0.04% 408
2021
Q3 		$5.58M Sell
169,200
-890
-0.5% -$30.1K 0.04% 474
2021
Q2 		$5.53M Sell
170,090
-1,110
-0.6% -$34.8K 0.05% 374
2021
Q1 		$5.08M Sell
171,200
-24,460
-13% -$712K 0.05% 371
2020
Q4 		$5.58M Sell
195,660
-26,170
-12% -$713K 0.06% 308
2020
Q3 		$5.81M Buy
221,830
+34,480
+18% +$891K 0.08% 254
2020
Q2 		$4.46M Buy
187,350
+167,110
+826% +$3.74M 0.06% 291
2020
Q1 		$396K Buy
20,240
+650
+3% +$14.6K 0.01% 973
2019
Q4 		$457K Buy
19,590
+20
+0.1% +$445 0.01% 1096
2019
Q3 		$416K Buy
19,570
+1,020
+5% +$21.6K 0.01% 1151
2019
Q2 		$389K Buy
18,550
+20
+0.1% +$414 0.01% 1155
2019
Q1 		$376K Buy
+18,530
New +$360K 0.01% 1085
2018
Q4 		– Sell
-16,200
Closed -$339K – 1596
2018
Q3 		$339K Buy
+16,200
New +$330K 0.01% 1161
2018
Q2 		– Sell
-11,800
Closed -$220K – 1461
2018
Q1 		$220K Buy
+11,800
New +$230K 0.01% 1023
2017
Q4 		– Sell
-15,110
Closed -$272K – 1426
2017
Q3 		$272K Sell
15,110
-480
-3% -$8.4K 0.01% 1199
2017
Q2 		$268K Buy
15,590
+10
+0.1% +$170 0.01% 1124
2017
Q1 		$260K Sell
15,580
-3,790
-20% -$62.1K 0.01% 1152
2016
Q4 		$310K Hold
19,370
– – 0.01% 936
2016
Q3 		$294K Buy
19,370
+10
+0.1% +$153 0.01% 839
2016
Q2 		$288K Sell
19,360
-6,320
-25% -$92.6K 0.01% 835
2016
Q1 		$373K Buy
25,680
+2,760
+12% +$38.3K 0.02% 679
2015
Q4 		$331K Buy
22,920
+500
+2% +$7.22K 0.02% 748
2015
Q3 		$298K Sell
22,420
-2,990
-12% -$42K 0.02% 739
2015
Q2 		$360K Sell
25,410
-8,550
-25% -$123K 0.02% 722
2015
Q1 		$477K Buy
33,960
+10
+0% +$142 0.03% 574
2014
Q4 		$481K Sell
33,950
-3,010
-8% -$42.2K 0.03% 553
2014
Q3 		$510K Buy
36,960
+3,860
+12% +$53.1K 0.04% 519
2014
Q2 		$446K Buy
33,100
+6,380
+24% +$84.1K 0.04% 531
2014
Q1 		$347K Buy
26,720
+5,250
+24% +$67K 0.04% 527
2013
Q4 		$279K Buy
+21,470
New +$266K 0.03% 545

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Advisor Group's XLG Position: Q2 2026 in Review

Private Advisor Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.97% in Q2 2026, buying an estimated $388K and bringing the position to 664,341 shares worth $40.7M. The position accounts for 0.19% of the portfolio, ranked #119.

Private Advisor Group first reported a position in XLG in Q4 2013 and has held it in 48 quarters since. The position peaked at $69.1M in Q2 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Private Advisor Group held 664,341 shares of Invesco S&P 500 Top 50 ETF worth $40.7M as of Q2 2026.
  • Private Advisor Group bought 6,360 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $388K.
  • Invesco S&P 500 Top 50 ETF made up 0.19% of Private Advisor Group's portfolio in Q2 2026, its #119 holding.
  • Private Advisor Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2013 and has held it in 48 quarters since.
  • Private Advisor Group's Invesco S&P 500 Top 50 ETF position peaked at $69.1M in Q2 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.