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

Stratos Wealth Advisors’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 		$8.22M Sell
134,237
-5,085
-4% -$310K 0.45% 53
2026
Q1 		$7.6M Sell
139,322
-2,999
-2% -$172K 0.47% 56
2025
Q4 		$8.44M Sell
142,321
-5,700
-4% -$335K 0.41% 62
2025
Q3 		$8.51M Buy
148,021
+5,168
+4% +$283K 0.41% 64
2025
Q2 		$7.44M Buy
142,853
+5,517
+4% +$262K 0.39% 68
2025
Q1 		$6.32M Sell
137,336
-1,996
-1% -$98.5K 0.35% 70
2024
Q4 		$6.96M Sell
139,332
-4,899
-3% -$241K 0.33% 75
2024
Q3 		$6.86M Sell
144,231
-3,096
-2% -$142K 0.31% 72
2024
Q2 		$6.74M Buy
147,327
+6,814
+5% +$292K 0.33% 73
2024
Q1 		$5.92M Buy
140,513
+12,191
+10% +$490K 0.35% 71
2023
Q4 		$4.84M Buy
128,322
+20,769
+19% +$741K 0.28% 109
2023
Q3 		$3.65M Buy
107,553
+11,323
+12% +$398K 0.24% 121
2023
Q2 		$3.37M Buy
96,230
+510
+0.5% +$16.6K 0.24% 117
2023
Q1 		$2.97M Sell
95,720
-1,490
-2% -$43.7K 0.23% 125
2022
Q4 		$2.68M Buy
97,210
+4,300
+5% +$121K 0.22% 130
2022
Q3 		$2.5M Buy
92,910
+4,130
+5% +$125K 0.26% 111
2022
Q2 		$2.54M Buy
88,780
+2,760
+3% +$86K 0.23% 114
2022
Q1 		$3.02M Buy
86,020
+2,990
+4% +$103K 0.25% 113
2021
Q4 		$3.06M Buy
83,030
+1,620
+2% +$57.8K 0.22% 138
2021
Q3 		$2.69M Buy
81,410
+5,230
+7% +$177K 0.23% 119
2021
Q2 		$2.48M Buy
76,180
+10,100
+15% +$317K 0.22% 125
2021
Q1 		$1.96M Buy
66,080
+8,150
+14% +$237K 0.21% 127
2020
Q4 		$1.65M Buy
57,930
+4,600
+9% +$125K 0.23% 113
2020
Q3 		$1.4M Buy
53,330
+6,020
+13% +$156K 0.34% 76
2020
Q2 		$1.13M Buy
47,310
+4,010
+9% +$89.6K 0.35% 75
2020
Q1 		$847K Buy
43,300
+3,140
+8% +$70.7K 0.6% 41
2019
Q4 		$937K Buy
40,160
+2,890
+8% +$64.2K 0.53% 43
2019
Q3 		$792K Buy
37,270
+18,900
+103% +$401K 0.3% 85
2019
Q2 		$385K Buy
+18,370
New +$381K 0.15% 144

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

Stratos Wealth Advisors's XLG Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.6% in Q2 2026, selling an estimated $310K and leaving 134,237 shares worth $8.22M. The position accounts for 0.45% of the portfolio, ranked #53.

Stratos Wealth Advisors first reported a position in XLG in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.51M in Q3 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Stratos Wealth Advisors held 134,237 shares of Invesco S&P 500 Top 50 ETF worth $8.22M as of Q2 2026.
  • Stratos Wealth Advisors sold 5,085 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $310K.
  • Invesco S&P 500 Top 50 ETF made up 0.45% of Stratos Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Stratos Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2019 and has held it in 29 quarters since.
  • Stratos Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $8.51M in Q3 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.