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

Strategic 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	$95.9K	Buy	1,567 +63	+4%	+$3.85K	0.01%	415
2026 Q1	$82K	Hold	1,504	–	–	0.01%	422
2025 Q4	$89.2K	Hold	1,504	–	–	0.01%	422
2025 Q3	$86.5K	Sell	1,504 -249	-14%	-$13.6K	0.01%	459
2025 Q2	$91.3K	Buy	+1,753	New	+$83.4K	0.01%	407
2019 Q4	–	Sell	-420	Closed	-$8.92K	–	519
2019 Q3	$8.92K	Hold	420	–	–	0.05%	149
2019 Q2	$9K	Hold	420	–	–	﹤0.01%	573
2019 Q1	$9K	Buy	+420	New	+$8.15K	﹤0.01%	580

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

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

Strategic Wealth Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.2% in Q2 2026, buying an estimated $3.85K and bringing the position to 1,567 shares worth $95.9K. The position accounts for 0.01% of the portfolio, ranked #415.

Strategic Wealth Partners first reported a position in XLG in Q1 2019 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Strategic Wealth Partners held 1,567 shares of Invesco S&P 500 Top 50 ETF worth $95.9K as of Q2 2026.
Strategic Wealth Partners bought 63 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $3.85K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #415 holding.
Strategic Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2019 and has held it in 8 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.