Truist Financial
XLG icon

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

Truist Financial’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 		$4.77M Buy
77,854
+817
+1% +$49.9K 0.01% 944
2026
Q1 		$4.2M Buy
77,037
+11,387
+17% +$654K 0.01% 934
2025
Q4 		$3.89M Sell
65,650
-9,132
-12% -$537K 0.01% 956
2025
Q3 		$4.3M Buy
74,782
+3,400
+5% +$186K 0.01% 960
2025
Q2 		$3.72M Buy
71,382
+7,425
+12% +$353K 0.01% 994
2025
Q1 		$2.94M Buy
63,957
+34,308
+116% +$1.69M ﹤0.01% 1041
2024
Q4 		$1.48M Buy
29,649
+426
+1% +$21K ﹤0.01% 1375
2024
Q3 		$1.39M Sell
29,223
-1,428
-5% -$65.6K ﹤0.01% 1388
2024
Q2 		$1.4M Sell
30,651
-650
-2% -$27.9K ﹤0.01% 1448
2024
Q1 		$1.32M Sell
31,301
-57,948
-65% -$2.33M ﹤0.01% 1480
2023
Q4 		$3.37M Sell
89,249
-3,554
-4% -$127K 0.01% 1016
2023
Q3 		$3.15M Sell
92,803
-5,687
-6% -$200K 0.01% 1024
2023
Q2 		$3.44M Sell
98,490
-3,930
-4% -$128K 0.01% 999
2023
Q1 		$3.18M Sell
102,420
-16,160
-14% -$474K 0.01% 1020
2022
Q4 		$3.27M Sell
118,580
-55,160
-32% -$1.56M 0.01% 985
2022
Q3 		$4.68M Sell
173,740
-10,480
-6% -$316K 0.01% 822
2022
Q2 		$5.28M Sell
184,220
-12,390
-6% -$386K 0.01% 788
2022
Q1 		$6.91M Sell
196,610
-25,020
-11% -$860K 0.01% 767
2021
Q4 		$8.18M Buy
221,630
+7,000
+3% +$250K 0.01% 717
2021
Q3 		$7.08M Buy
214,630
+13,390
+7% +$453K 0.01% 757
2021
Q2 		$6.55M Buy
201,240
+17,660
+10% +$554K 0.01% 778
2021
Q1 		$5.44M Sell
183,580
-28,100
-13% -$818K 0.01% 816
2020
Q4 		$6.04M Buy
211,680
+22,980
+12% +$626K 0.01% 752
2020
Q3 		$4.94M Buy
188,700
+46,430
+33% +$1.2M 0.01% 748
2020
Q2 		$3.38M Buy
142,270
+105,420
+286% +$2.36M 0.01% 826
2020
Q1 		$721K Buy
36,850
+980
+3% +$22.1K ﹤0.01% 1393
2019
Q4 		$837K Buy
+35,870
New +$797K ﹤0.01% 1532

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

Truist Financial's XLG Position: Q2 2026 in Review

Truist Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.1% in Q2 2026, buying an estimated $49.9K and bringing the position to 77,854 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #944.

Truist Financial first reported a position in XLG in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.18M in Q4 2021. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Truist Financial held 77,854 shares of Invesco S&P 500 Top 50 ETF worth $4.77M as of Q2 2026.
  • Truist Financial bought 817 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $49.9K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #944 holding.
  • Truist Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Invesco S&P 500 Top 50 ETF position peaked at $8.18M in Q4 2021.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.