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

Sanctuary 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	$6.88M	Sell	112,349 -113,034	-50%	-$6.9M	0.03%	505
2026 Q1	$12.3M	Sell	225,383 -807,242	-78%	-$46.4M	0.07%	321
2025 Q4	$61.2M	Sell	1,032,625 -8,538	-0.8%	-$502K	0.33%	55
2025 Q3	$59.9M	Buy	1,041,163 +326,254	+46%	+$17.8M	0.34%	54
2025 Q2	$37.2M	Buy	714,909 +172,398	+32%	+$8.2M	0.23%	84
2025 Q1	$25M	Buy	542,511 +331,278	+157%	+$16.3M	0.18%	128
2024 Q4	$10.8M	Buy	211,233 +108,385	+105%	+$5.34M	0.07%	296
2024 Q3	$5.05M	Sell	102,848 -55,401	-35%	-$2.55M	0.03%	498
2024 Q2	$6.52M	Buy	+158,249	New	+$6.79M	0.05%	383

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

Sanctuary Advisors's XLG Position: Q2 2026 in Review

Sanctuary Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 50% in Q2 2026, selling an estimated $6.9M and leaving 112,349 shares worth $6.88M. The position accounts for 0.03% of the portfolio, ranked #505.

Sanctuary Advisors first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $61.2M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Sanctuary Advisors held 112,349 shares of Invesco S&P 500 Top 50 ETF worth $6.88M as of Q2 2026.
Sanctuary Advisors sold 113,034 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $6.9M.
Invesco S&P 500 Top 50 ETF made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #505 holding.
Sanctuary Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Invesco S&P 500 Top 50 ETF position peaked at $61.2M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.