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

Stratos 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 		$27.5M Buy
449,071
+39,427
+10% +$2.41M 0.28% 69
2026
Q1 		$22.3M Sell
409,644
-21,464
-5% -$1.23M 0.25% 77
2025
Q4 		$25.6M Sell
431,108
-71,191
-14% -$4.18M 0.29% 68
2025
Q3 		$28.9M Buy
502,299
+24,527
+5% +$1.34M 0.34% 57
2025
Q2 		$24.9M Buy
477,772
+83,579
+21% +$3.98M 0.34% 56
2025
Q1 		$18.1M Sell
394,193
-82,139
-17% -$4.05M 0.28% 71
2024
Q4 		$23.8M Buy
476,332
+190,180
+66% +$9.36M 0.34% 57
2024
Q3 		$13.6M Buy
286,152
+6,857
+2% +$315K 0.2% 108
2024
Q2 		$12.8M Buy
279,295
+24,850
+10% +$1.07M 0.2% 103
2024
Q1 		$10.7M Buy
254,445
+101,871
+67% +$4.1M 0.18% 127
2023
Q4 		$5.76M Buy
152,574
+43,479
+40% +$1.55M 0.11% 201
2023
Q3 		$3.7M Buy
109,095
+96,835
+790% +$3.4M 0.08% 252
2023
Q2 		$429K Buy
+12,260
New +$399K 0.01% 825
2022
Q3 		– Sell
-12,050
Closed -$345K – 1237
2022
Q2 		$345K Sell
12,050
-1,210
-9% -$37.7K 0.01% 870
2022
Q1 		$466K Sell
13,260
-96,140
-88% -$3.31M 0.01% 836
2021
Q4 		$4.04M Buy
+109,400
New +$3.9M 0.09% 218
2018
Q4 		– Sell
-400
Closed -$8K – 2531
2018
Q3 		$8K Buy
+400
New +$8.16K ﹤0.01% 2291
2018
Q1 		– Sell
-400
Closed -$8K – 3236
2017
Q4 		$8K Buy
+400
New +$7.39K ﹤0.01% 2246
2016
Q2 		– Sell
-17,760
Closed -$258K – 671
2016
Q1 		$258K Sell
17,760
-150
-0.8% -$2.08K 0.02% 447
2015
Q4 		$259K Buy
+17,910
New +$259K 0.02% 460

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 Partners's XLG Position: Q2 2026 in Review

Stratos Wealth Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.6% in Q2 2026, buying an estimated $2.41M and bringing the position to 449,071 shares worth $27.5M. The position accounts for 0.28% of the portfolio, ranked #69.

Stratos Wealth Partners first reported a position in XLG in Q4 2015 and has held it in 20 quarters since. The position peaked at $28.9M in Q3 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Stratos Wealth Partners held 449,071 shares of Invesco S&P 500 Top 50 ETF worth $27.5M as of Q2 2026.
  • Stratos Wealth Partners bought 39,427 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.41M.
  • Invesco S&P 500 Top 50 ETF made up 0.28% of Stratos Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Stratos Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2015 and has held it in 20 quarters since.
  • Stratos Wealth Partners's Invesco S&P 500 Top 50 ETF position peaked at $28.9M 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 Partners's 13F filing for Q2 2026, filed 11 Aug 2026.