SeaCrest Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

SeaCrest Wealth Management’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	$455K	Sell	7,431 -1,098	-13%	-$67K	0.05%	310
2026 Q1	$465K	Buy	8,529 +4,847	+132%	+$278K	0.05%	345
2025 Q4	$219K	Buy	+3,682	New	+$216K	0.02%	565
2022 Q3	–	Sell	-2,590	Closed	-$74K	–	1552
2022 Q2	$74K	Buy	+2,590	New	+$80.7K	0.01%	965
2019 Q2	–	Sell	-1,410	Closed	-$29K	–	1871
2019 Q1	$29K	Hold	1,410	–	–	0.01%	1139
2018 Q4	$25K	Hold	1,410	–	–	0.01%	1166
2018 Q3	$29K	Hold	1,410	–	–	﹤0.01%	1229
2018 Q2	$27K	Hold	1,410	–	–	﹤0.01%	1233
2018 Q1	$26K	Hold	1,410	–	–	﹤0.01%	1231
2017 Q4	$27K	Buy	+1,410	New	+$26.1K	﹤0.01%	1217

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

SeaCrest Wealth Management's XLG Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 13% in Q2 2026, selling an estimated $67K and leaving 7,431 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #310.

SeaCrest Wealth Management first reported a position in XLG in Q4 2017 and has held it in 10 quarters since. The position peaked at $465K in Q1 2026. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

SeaCrest Wealth Management held 7,431 shares of Invesco S&P 500 Top 50 ETF worth $455K as of Q2 2026.
SeaCrest Wealth Management sold 1,098 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $67K.
Invesco S&P 500 Top 50 ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #310 holding.
SeaCrest Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2017 and has held it in 10 quarters since.
SeaCrest Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $465K in Q1 2026.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.