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

Simplicity Wealth’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 		$389K Buy
6,359
+1,606
+34% +$98K 0.01% 732
2026
Q1 		$259K Sell
4,753
-10,910
-70% -$627K 0.01% 638
2025
Q4 		$929K Buy
+15,663
New +$921K 0.06% 297
2025
Q3 		– Sell
-13,006
Closed -$678K – 745
2025
Q2 		$678K Buy
+13,006
New +$619K 0.03% 399

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Wealth's XLG Position: Q2 2026 in Review

Simplicity Wealth increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 34% in Q2 2026, buying an estimated $98K and bringing the position to 6,359 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #732.

Simplicity Wealth first reported a position in XLG in Q2 2025 and has held it in 4 quarters since. The position peaked at $929K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Simplicity Wealth held 6,359 shares of Invesco S&P 500 Top 50 ETF worth $389K as of Q2 2026.
  • Simplicity Wealth bought 1,606 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $98K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #732 holding.
  • Simplicity Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Invesco S&P 500 Top 50 ETF position peaked at $929K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.