Stonebrook Private’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Stonebrook Private’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	$1.85M	Sell	30,133 -5,759	-16%	-$352K	0.34%	60
2026 Q1	$1.96M	Sell	35,892 -316,173	-90%	-$18.2M	0.42%	54
2025 Q4	$20.9M	Buy	352,065 +97,556	+38%	+$5.73M	4.37%	5
2025 Q3	$14.6M	Buy	254,509 +153,554	+152%	+$8.4M	3.16%	7
2025 Q2	$5.26M	Buy	100,955 +2,113	+2%	+$101K	1.23%	19
2025 Q1	$4.55M	Buy	+98,842	New	+$4.88M	1.18%	24

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

Stonebrook Private's XLG Position: Q2 2026 in Review

Stonebrook Private reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 16% in Q2 2026, selling an estimated $352K and leaving 30,133 shares worth $1.85M. The position accounts for 0.34% of the portfolio, ranked #60.

Stonebrook Private first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.9M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Stonebrook Private held 30,133 shares of Invesco S&P 500 Top 50 ETF worth $1.85M as of Q2 2026.
Stonebrook Private sold 5,759 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $352K.
Invesco S&P 500 Top 50 ETF made up 0.34% of Stonebrook Private's portfolio in Q2 2026, its #60 holding.
Stonebrook Private first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Stonebrook Private's Invesco S&P 500 Top 50 ETF position peaked at $20.9M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.