Tempus Wealth Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Tempus Wealth Planning’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	$372K	Sell	6,069 -9,677	-61%	-$591K	0.07%	205
2026 Q1	$859K	Sell	15,746 -4,760	-23%	-$273K	0.2%	134
2025 Q4	$1.22M	Buy	20,506 +3,311	+19%	+$195K	0.28%	96
2025 Q3	$989K	Buy	17,195 +7,543	+78%	+$412K	0.23%	118
2025 Q2	$503K	Buy	9,652 +4,743	+97%	+$226K	0.13%	167
2025 Q1	$226K	Buy	+4,909	New	+$242K	0.07%	234

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

Tempus Wealth Planning's XLG Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 61% in Q2 2026, selling an estimated $591K and leaving 6,069 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #205.

Tempus Wealth Planning first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Tempus Wealth Planning held 6,069 shares of Invesco S&P 500 Top 50 ETF worth $372K as of Q2 2026.
Tempus Wealth Planning sold 9,677 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $591K.
Invesco S&P 500 Top 50 ETF made up 0.07% of Tempus Wealth Planning's portfolio in Q2 2026, its #205 holding.
Tempus Wealth Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Tempus Wealth Planning's Invesco S&P 500 Top 50 ETF position peaked at $1.22M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.