TS Financial Group (TSFG)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

TS Financial Group (TSFG)’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	$432K	Sell	7,062 -129,114	-95%	-$7.88M	0.05%	131
2026 Q1	$7.43M	Sell	136,176 -110,713	-45%	-$6.36M	1.13%	27
2025 Q4	$14.6M	Buy	246,889 +40,060	+19%	+$2.35M	2.19%	10
2025 Q3	$11.9M	Buy	206,829 +110,808	+115%	+$6.06M	1.89%	15
2025 Q2	$5M	Buy	+96,021	New	+$4.57M	0.91%	31

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

TS Financial Group (TSFG)'s XLG Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 95% in Q2 2026, selling an estimated $7.88M and leaving 7,062 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #131.

TS Financial Group (TSFG) first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.6M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

TS Financial Group (TSFG) held 7,062 shares of Invesco S&P 500 Top 50 ETF worth $432K as of Q2 2026.
TS Financial Group (TSFG) sold 129,114 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $7.88M.
Invesco S&P 500 Top 50 ETF made up 0.05% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #131 holding.
TS Financial Group (TSFG) first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
TS Financial Group (TSFG)'s Invesco S&P 500 Top 50 ETF position peaked at $14.6M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.