Prospera Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Prospera Financial Services’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	$839K	Buy	13,696 +5,395	+65%	+$329K	0.01%	842
2026 Q1	$453K	Sell	8,301 -402	-5%	-$23.1K	0.01%	1033
2025 Q4	$516K	Buy	8,703 +1,274	+17%	+$74.9K	0.01%	915
2025 Q3	$428K	Buy	7,429 +1,832	+33%	+$100K	0.01%	999
2025 Q2	$292K	Buy	+5,597	New	+$266K	0.01%	1118
2022 Q3	–	Sell	-450	Closed	-$13K	–	1602
2022 Q2	$13K	Hold	450	–	–	﹤0.01%	1297
2022 Q1	$16K	Buy	+450	New	+$15.5K	﹤0.01%	1846
2020 Q4	–	Sell	-800	Closed	-$21K	–	1597
2020 Q3	$21K	Buy	+800	New	+$20.7K	0.01%	890

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

Prospera Financial Services's XLG Position: Q2 2026 in Review

Prospera Financial Services increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 65% in Q2 2026, buying an estimated $329K and bringing the position to 13,696 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #842.

Prospera Financial Services first reported a position in XLG in Q3 2020 and has held it in 8 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Prospera Financial Services held 13,696 shares of Invesco S&P 500 Top 50 ETF worth $839K as of Q2 2026.
Prospera Financial Services bought 5,395 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $329K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #842 holding.
Prospera Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2020 and has held it in 8 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.