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

Triad 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	$510K	Buy	8,247 +92	+1%	+$5.62K	0.03%	307
2026 Q1	$445K	Buy	8,155 +2,423	+42%	+$139K	0.04%	298
2025 Q4	$340K	Buy	5,732 +720	+14%	+$42.3K	0.03%	353
2025 Q3	$288K	Sell	5,012 -1,055	-17%	-$57.7K	0.04%	300
2025 Q2	$316K	Sell	6,067 -44	-0.7%	-$2.09K	0.06%	209
2025 Q1	$281K	Buy	6,111 +739	+14%	+$36.5K	0.09%	173
2024 Q4	$268K	Buy	+5,372	New	+$264K	0.1%	150

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

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

Triad Wealth Partners increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.1% in Q2 2026, buying an estimated $5.62K and bringing the position to 8,247 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #307.

Triad Wealth Partners first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Triad Wealth Partners held 8,247 shares of Invesco S&P 500 Top 50 ETF worth $510K as of Q2 2026.
Triad Wealth Partners bought 92 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $5.62K.
Invesco S&P 500 Top 50 ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #307 holding.
Triad Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.