Smith Shellnut Wilson’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Smith Shellnut Wilson’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	$3.16M	Buy	51,546 +4,133	+9%	+$252K	1.18%	19
2026 Q1	$2.59M	Sell	47,413 -8,281	-15%	-$476K	1.13%	22
2025 Q4	$3.3M	Buy	55,694 +6,969	+14%	+$410K	1.27%	17
2025 Q3	$2.8M	Buy	48,725 +2,249	+5%	+$123K	1.08%	20
2025 Q2	$2.42M	Buy	46,476 +229	+0.5%	+$10.9K	1.05%	21
2025 Q1	$2.13M	Buy	46,247 +3,132	+7%	+$155K	0.98%	27
2024 Q4	$2.15M	Buy	43,115 +36,850	+588%	+$1.81M	0.95%	25
2024 Q3	$298K	Buy	6,265 +765	+14%	+$35.2K	0.13%	108
2024 Q2	$252K	Buy	+5,500	New	+$236K	0.12%	119

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

Smith Shellnut Wilson's XLG Position: Q2 2026 in Review

Smith Shellnut Wilson increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.7% in Q2 2026, buying an estimated $252K and bringing the position to 51,546 shares worth $3.16M. The position accounts for 1.18% of the portfolio, ranked #19.

Smith Shellnut Wilson first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.3M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Smith Shellnut Wilson held 51,546 shares of Invesco S&P 500 Top 50 ETF worth $3.16M as of Q2 2026.
Smith Shellnut Wilson bought 4,133 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $252K.
Invesco S&P 500 Top 50 ETF made up 1.18% of Smith Shellnut Wilson's portfolio in Q2 2026, its #19 holding.
Smith Shellnut Wilson first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
Smith Shellnut Wilson's Invesco S&P 500 Top 50 ETF position peaked at $3.3M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.