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

Truvestments Capital’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	$4.09M	Buy	66,721 +1,533	+2%	+$93.6K	0.61%	36
2026 Q1	$3.56M	Sell	65,188 -2,844	-4%	-$163K	0.64%	37
2025 Q4	$4.03M	Sell	68,032 -4,576	-6%	-$269K	0.73%	27
2025 Q3	$4.18M	Sell	72,608 -11,248	-13%	-$615K	0.75%	28
2025 Q2	$4.37M	Sell	83,856 -6,826	-8%	-$325K	0.87%	31
2025 Q1	$4.17M	Buy	90,682 +6,721	+8%	+$332K	0.91%	32
2024 Q4	$4.19M	Buy	83,961 +3,735	+5%	+$184K	1.08%	11
2024 Q3	$3.81M	Buy	+80,226	New	+$3.69M	1.02%	16
2019 Q4	–	Sell	-450	Closed	-$10K	–	603
2019 Q3	$10K	Hold	450	–	–	0.01%	501
2019 Q2	$9K	Hold	450	–	–	0.01%	544
2019 Q1	$9K	Buy	+450	New	+$8.74K	0.01%	531
2018 Q3	$9K	Buy	+450	New	+$9.18K	﹤0.01%	662

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

Truvestments Capital's XLG Position: Q2 2026 in Review

Truvestments Capital increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.4% in Q2 2026, buying an estimated $93.6K and bringing the position to 66,721 shares worth $4.09M. The position accounts for 0.61% of the portfolio, ranked #36.

Truvestments Capital first reported a position in XLG in Q3 2018 and has held it in 12 quarters since. The position peaked at $4.37M in Q2 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Truvestments Capital held 66,721 shares of Invesco S&P 500 Top 50 ETF worth $4.09M as of Q2 2026.
Truvestments Capital bought 1,533 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $93.6K.
Invesco S&P 500 Top 50 ETF made up 0.61% of Truvestments Capital's portfolio in Q2 2026, its #36 holding.
Truvestments Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2018 and has held it in 12 quarters since.
Truvestments Capital's Invesco S&P 500 Top 50 ETF position peaked at $4.37M in Q2 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.