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

Tidemark’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	$1.63K	Buy	27 +1	+4%	+$61	﹤0.01%	707
2026 Q1	$1.45K	Hold	26	–	–	﹤0.01%	677
2025 Q4	$1.57K	Hold	26	–	–	﹤0.01%	592
2025 Q3	$1.52K	Hold	26	–	–	﹤0.01%	615
2025 Q2	$1.37K	Sell	26 -238	-90%	-$11.3K	﹤0.01%	625
2025 Q1	$12.1K	Hold	264	–	–	﹤0.01%	411
2024 Q4	$13.2K	Sell	264 -61	-19%	-$3K	0.01%	398
2024 Q3	$15.5K	Hold	325	–	–	0.01%	374
2024 Q2	$14.9K	Sell	325 -176	-35%	-$7.55K	0.01%	365
2024 Q1	$21.1K	Sell	501 -20,940	-98%	-$842K	0.01%	325
2023 Q4	$809K	Buy	+21,441	New	+$765K	0.51%	40

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

Tidemark's XLG Position: Q2 2026 in Review

Tidemark increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.8% in Q2 2026, buying an estimated $61 and bringing the position to 27 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Tidemark first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. The position peaked at $809K in Q4 2023. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Tidemark held 27 shares of Invesco S&P 500 Top 50 ETF worth $1.63K as of Q2 2026.
Tidemark bought 1 Invesco S&P 500 Top 50 ETF share in Q2 2026, an estimated $61.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #707 holding.
Tidemark first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's Invesco S&P 500 Top 50 ETF position peaked at $809K in Q4 2023.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.