Sage Mountain Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sage Mountain 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	$6.37M	Sell	104,090 -1,774	-2%	-$108K	0.39%	38
2026 Q1	$5.77M	Sell	105,864 -1,819	-2%	-$104K	0.4%	36
2025 Q4	$6.38M	Hold	107,683	–	–	0.34%	46
2025 Q3	$6.19M	Buy	107,683 +2,000	+2%	+$109K	0.35%	40
2025 Q2	$5.51M	Sell	105,683 -683	-0.6%	-$32.5K	0.36%	40
2025 Q1	$4.89M	Hold	106,366	–	–	0.36%	38
2024 Q4	$5.31M	Hold	106,366	–	–	0.39%	37
2024 Q3	$5.06M	Buy	106,366 +536	+0.5%	+$24.6K	0.43%	33
2024 Q2	$4.84M	Hold	105,830	–	–	0.45%	31
2024 Q1	$4.46M	Hold	105,830	–	–	0.46%	31
2023 Q4	$3.99M	Hold	105,830	–	–	0.46%	33
2023 Q3	$3.59M	Hold	105,830	–	–	0.49%	34
2023 Q2	$3.7M	Sell	105,830 -3,310	-3%	-$108K	0.53%	30
2023 Q1	$3.39M	Sell	109,140 -2,660	-2%	-$78K	0.55%	30
2022 Q4	$3.09M	Sell	111,800 -21,490	-16%	-$606K	0.7%	22
2022 Q3	$3.59M	Sell	133,290 -23,900	-15%	-$721K	0.95%	15
2022 Q2	$4.5M	Sell	157,190 -640	-0.4%	-$19.9K	0.8%	13
2022 Q1	$5.55M	Hold	157,830	–	–	0.87%	12
2021 Q4	$5.83M	Sell	157,830 -8,300	-5%	-$296K	0.7%	15
2021 Q3	$5.48M	Buy	+166,130	New	+$5.63M	0.79%	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

Sage Mountain Advisors's XLG Position: Q2 2026 in Review

Sage Mountain Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.7% in Q2 2026, selling an estimated $108K and leaving 104,090 shares worth $6.37M. The position accounts for 0.39% of the portfolio, ranked #38.

Sage Mountain Advisors first reported a position in XLG in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.38M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Sage Mountain Advisors held 104,090 shares of Invesco S&P 500 Top 50 ETF worth $6.37M as of Q2 2026.
Sage Mountain Advisors sold 1,774 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $108K.
Invesco S&P 500 Top 50 ETF made up 0.39% of Sage Mountain Advisors's portfolio in Q2 2026, its #38 holding.
Sage Mountain Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and has held it in 20 quarters since.
Sage Mountain Advisors's Invesco S&P 500 Top 50 ETF position peaked at $6.38M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.