ShoreHaven Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

ShoreHaven Wealth Partners’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	$1.6M	Sell	26,123 -2,377	-8%	-$145K	0.5%	44
2026 Q1	$1.55M	Sell	28,500 -202,785	-88%	-$11.6M	0.56%	41
2025 Q4	$13.7M	Buy	231,285 +5,455	+2%	+$321K	4.92%	4
2025 Q3	$13M	Buy	225,830 +82,389	+57%	+$4.51M	4.8%	4
2025 Q2	$7.47M	Buy	143,441 +36,202	+34%	+$1.72M	3.06%	8
2025 Q1	$4.94M	Buy	107,239 +56,658	+112%	+$2.8M	2.36%	13
2024 Q4	$2.53M	Buy	50,581 +889	+2%	+$43.8K	1.19%	21
2024 Q3	$2.36M	Sell	49,692 -44	-0.1%	-$2.02K	1.14%	22
2024 Q2	$2.28M	Buy	49,736 +371	+0.8%	+$15.9K	1.2%	22
2024 Q1	$2.08M	Sell	49,365 -53,077	-52%	-$2.13M	1.14%	21
2023 Q4	$3.86M	Buy	+102,442	New	+$3.66M	2.35%	12

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

ShoreHaven Wealth Partners's XLG Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.3% in Q2 2026, selling an estimated $145K and leaving 26,123 shares worth $1.6M. The position accounts for 0.5% of the portfolio, ranked #44.

ShoreHaven Wealth Partners first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

ShoreHaven Wealth Partners held 26,123 shares of Invesco S&P 500 Top 50 ETF worth $1.6M as of Q2 2026.
ShoreHaven Wealth Partners sold 2,377 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $145K.
Invesco S&P 500 Top 50 ETF made up 0.5% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #44 holding.
ShoreHaven Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
ShoreHaven Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $13.7M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.