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

Sequoia Financial 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	$1.73M	Buy	28,231 +6,390	+29%	+$390K	0.01%	693
2026 Q1	$1.19M	Sell	21,841 -1,350	-6%	-$77.5K	0.01%	817
2025 Q4	$1.37M	Buy	23,191 +203	+0.9%	+$11.9K	0.01%	738
2025 Q3	$1.32M	Buy	22,988 +768	+3%	+$42K	0.01%	669
2025 Q2	$1.16M	Buy	22,220 +3,449	+18%	+$164K	0.01%	637
2025 Q1	$864K	Sell	18,771 -7,069	-27%	-$349K	0.01%	670
2024 Q4	$1.29M	Buy	25,840 +44	+0.2%	+$2.17K	0.01%	510
2024 Q3	$1.23M	Buy	25,796 +745	+3%	+$34.2K	0.01%	485
2024 Q2	$1.15M	Buy	25,051 +51	+0.2%	+$2.19K	0.01%	455
2024 Q1	$1.05M	Buy	+25,000	New	+$1.01M	0.01%	462

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

Sequoia Financial Advisors's XLG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 29% in Q2 2026, buying an estimated $390K and bringing the position to 28,231 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #693.

Sequoia Financial Advisors first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Sequoia Financial Advisors held 28,231 shares of Invesco S&P 500 Top 50 ETF worth $1.73M as of Q2 2026.
Sequoia Financial Advisors bought 6,390 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $390K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #693 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.