Sound Income Strategies’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Sound Income Strategies’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	$2.07M	Sell	33,833 -508	-1%	-$31K	0.09%	153
2026 Q1	$1.89M	Sell	34,341 -1,412	-4%	-$81.1K	0.09%	144
2025 Q4	$2.1M	Buy	35,753 +34,915	+4,166%	+$2.05M	0.1%	138
2025 Q3	$48.8K	Sell	838 -650	-44%	-$35.5K	﹤0.01%	558
2025 Q2	$77.5K	Sell	1,488 -102	-6%	-$4.85K	﹤0.01%	431
2025 Q1	$73.2K	Buy	1,590 +1,357	+582%	+$67K	﹤0.01%	440
2024 Q4	$11.6K	Buy	233 +89	+62%	+$4.38K	﹤0.01%	801
2024 Q3	$6.84K	Hold	144	–	–	﹤0.01%	881
2024 Q2	$6.59K	Hold	144	–	–	﹤0.01%	876
2024 Q1	$6.07K	Sell	144 -106	-42%	-$4.26K	﹤0.01%	870
2023 Q4	$9.43K	Buy	+250	New	+$8.92K	﹤0.01%	744
2023 Q2	–	Sell	-210	Closed	-$6.52K	–	1177
2023 Q1	$6.52K	Buy	+210	New	+$6.16K	﹤0.01%	653
2020 Q2	–	Sell	-120	Closed	-$2K	–	892
2020 Q1	$2K	Hold	120	–	–	﹤0.01%	618
2019 Q4	$3K	Sell	120 -110	-48%	-$2.44K	﹤0.01%	545
2019 Q3	$5K	Hold	230	–	–	﹤0.01%	439
2019 Q2	$5K	Hold	230	–	–	﹤0.01%	452
2019 Q1	$5K	Hold	230	–	–	﹤0.01%	452
2018 Q4	$4K	Hold	230	–	–	﹤0.01%	468
2018 Q3	$5K	Buy	230 +200	+667%	+$4.08K	﹤0.01%	461
2018 Q2	$1K	Sell	30 -180	-86%	-$3.45K	﹤0.01%	589
2018 Q1	$4K	Buy	+210	New	+$4.09K	﹤0.01%	425

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Income Strategies's XLG Position: Q2 2026 in Review

Sound Income Strategies reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.5% in Q2 2026, selling an estimated $31K and leaving 33,833 shares worth $2.07M. The position accounts for 0.09% of the portfolio, ranked #153.

Sound Income Strategies first reported a position in XLG in Q1 2018 and has held it in 21 quarters since. The position peaked at $2.1M in Q4 2025. 466 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Sound Income Strategies held 33,833 shares of Invesco S&P 500 Top 50 ETF worth $2.07M as of Q2 2026.
Sound Income Strategies sold 508 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $31K.
Invesco S&P 500 Top 50 ETF made up 0.09% of Sound Income Strategies's portfolio in Q2 2026, its #153 holding.
Sound Income Strategies first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2018 and has held it in 21 quarters since.
Sound Income Strategies's Invesco S&P 500 Top 50 ETF position peaked at $2.1M in Q4 2025.
466 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.