RIA Advisory Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

RIA Advisory 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	$4.08M	Buy	66,665 +1,011	+2%	+$61.7K	0.89%	23
2026 Q1	$3.58M	Sell	65,654 -979	-1%	-$56.2K	0.85%	25
2025 Q4	$3.95M	Sell	66,633 -2,563	-4%	-$151K	0.95%	20
2025 Q3	$3.98M	Sell	69,196 -3,862	-5%	-$211K	1.02%	22
2025 Q2	$3.81M	Sell	73,058 -847	-1%	-$40.3K	1.12%	23
2025 Q1	$3.4M	Buy	73,905 +1,664	+2%	+$82.1K	1.11%	21
2024 Q4	$3.61M	Sell	72,241 -5,639	-7%	-$278K	1.23%	18
2024 Q3	$3.7M	Buy	+77,880	New	+$3.58M	1.31%	14
2024 Q1	$3.32M	Buy	78,908 +71,353	+944%	+$2.87M	1.34%	19
2023 Q4	$244K	Sell	7,555 -70,390	-90%	-$2.51M	0.1%	103
2023 Q3	$2.65M	Sell	77,945 -702,335	-90%	-$24.7M	1.19%	12
2023 Q2	$2.73M	Buy	780,280 +702,250	+900%	+$22.9M	1.17%	11
2023 Q1	$2.42M	Buy	+78,030	New	+$2.29M	1.12%	13

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

RIA Advisory Group's XLG Position: Q2 2026 in Review

RIA Advisory Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.5% in Q2 2026, buying an estimated $61.7K and bringing the position to 66,665 shares worth $4.08M. The position accounts for 0.89% of the portfolio, ranked #23.

RIA Advisory Group first reported a position in XLG in Q1 2023 and has held it in 13 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

RIA Advisory Group held 66,665 shares of Invesco S&P 500 Top 50 ETF worth $4.08M as of Q2 2026.
RIA Advisory Group bought 1,011 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $61.7K.
Invesco S&P 500 Top 50 ETF made up 0.89% of RIA Advisory Group's portfolio in Q2 2026, its #23 holding.
RIA Advisory Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2023 and has held it in 13 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.