Rothschild Investment LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Rothschild Investment LLC’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	$75.9K	Hold	1,240	–	–	﹤0.01%	1139
2026 Q1	$67.6K	Buy	1,240 +15	+1%	+$862	﹤0.01%	1032
2025 Q4	$72.6K	Buy	1,225 +45	+4%	+$2.65K	﹤0.01%	912
2025 Q3	$67.9K	Buy	1,180 +180	+18%	+$9.84K	﹤0.01%	905
2025 Q2	$52.1K	Hold	1,000	–	–	﹤0.01%	771
2025 Q1	$46K	Hold	1,000	–	–	﹤0.01%	788
2024 Q4	$50K	Buy	+1,000	New	+$49.2K	﹤0.01%	777

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Rothschild Investment LLC's XLG Position: Q2 2026 in Review

Rothschild Investment LLC held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 1,240 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Rothschild Investment LLC first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 502 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Rothschild Investment LLC held 1,240 shares of Invesco S&P 500 Top 50 ETF worth $75.9K as of Q2 2026.
Rothschild Investment LLC left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1139 holding.
Rothschild Investment LLC first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
502 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.