Quattro Financial Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Quattro Financial 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	$20.7M	Buy	337,860 +107	+0%	+$6.53K	4.42%	8
2026 Q1	$18.4M	Sell	337,753 -130,592	-28%	-$7.5M	5.57%	3
2025 Q4	$27.8M	Sell	468,345 -3,357	-0.7%	-$197K	8.29%	1
2025 Q3	$27.1M	Sell	471,702 -8,277	-2%	-$453K	8.58%	2
2025 Q2	$25M	Sell	479,979 -52,235	-10%	-$2.48M	8.8%	1
2025 Q1	$24.5M	Buy	532,214 +53,574	+11%	+$2.64M	8.4%	1
2024 Q4	$24.6M	Buy	478,640 +8,024	+2%	+$395K	6.35%	3
2024 Q3	$22.8M	Sell	470,616 -7,427	-2%	-$341K	6.44%	2
2024 Q2	$21.9M	Buy	478,043 +15	+0%	+$644	5.72%	3
2024 Q1	$20.1M	Buy	+478,028	New	+$19.2M	5.73%	2

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

Quattro Financial Advisors's XLG Position: Q2 2026 in Review

Quattro Financial Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.03% in Q2 2026, buying an estimated $6.53K and bringing the position to 337,860 shares worth $20.7M. The position accounts for 4.42% of the portfolio, ranked #8.

Quattro Financial Advisors first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.8M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Quattro Financial Advisors held 337,860 shares of Invesco S&P 500 Top 50 ETF worth $20.7M as of Q2 2026.
Quattro Financial Advisors bought 107 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $6.53K.
Invesco S&P 500 Top 50 ETF made up 4.42% of Quattro Financial Advisors's portfolio in Q2 2026, its #8 holding.
Quattro Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
Quattro Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $27.8M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.