Salomon & Ludwin’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Salomon & Ludwin’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	$7.04K	Sell	115 -6	-5%	-$366	﹤0.01%	1724
2026 Q1	$6.65K	Sell	121 -4	-3%	-$230	﹤0.01%	1675
2025 Q4	$7.41K	Hold	125	–	–	﹤0.01%	1610
2025 Q3	$7.19K	Sell	125 -6	-5%	-$328	﹤0.01%	1536
2025 Q2	$6.8K	Buy	+131	New	+$6.23K	﹤0.01%	528

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

Salomon & Ludwin's XLG Position: Q2 2026 in Review

Salomon & Ludwin reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5% in Q2 2026, selling an estimated $366 and leaving 115 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Salomon & Ludwin first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.41K in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Salomon & Ludwin held 115 shares of Invesco S&P 500 Top 50 ETF worth $7.04K as of Q2 2026.
Salomon & Ludwin sold 6 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $366.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1724 holding.
Salomon & Ludwin first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
Salomon & Ludwin's Invesco S&P 500 Top 50 ETF position peaked at $7.41K in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.