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

Rollins 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	$582K	Sell	9,507 -150	-2%	-$9.16K	0.08%	105
2026 Q1	$527K	Buy	9,657 +410	+4%	+$23.5K	0.08%	99
2025 Q4	$548K	Buy	9,247 +2,125	+30%	+$125K	0.08%	92
2025 Q3	$410K	Buy	7,122 +635	+10%	+$34.7K	0.06%	101
2025 Q2	$338K	Sell	6,487 -2,985	-32%	-$142K	0.05%	101
2025 Q1	$436K	Buy	9,472 +2,442	+35%	+$121K	0.08%	86
2024 Q4	$351K	Buy	+7,030	New	+$346K	0.05%	97

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

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

Rollins Financial Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.6% in Q2 2026, selling an estimated $9.16K and leaving 9,507 shares worth $582K. The position accounts for 0.08% of the portfolio, ranked #105.

Rollins Financial Advisors first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Rollins Financial Advisors held 9,507 shares of Invesco S&P 500 Top 50 ETF worth $582K as of Q2 2026.
Rollins Financial Advisors sold 150 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $9.16K.
Invesco S&P 500 Top 50 ETF made up 0.08% of Rollins Financial Advisors's portfolio in Q2 2026, its #105 holding.
Rollins Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.