Tucker Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Tucker Asset Management’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	$10.6K	Hold	173	–	–	﹤0.01%	342
2026 Q1	$9.44K	Sell	173 -149	-46%	-$8.56K	﹤0.01%	297
2025 Q4	$19.1K	Buy	+322	New	+$18.9K	0.01%	461
2025 Q3	–	Sell	-120	Closed	-$6.25K	–	346
2025 Q2	$6.25K	Hold	120	–	–	﹤0.01%	236
2025 Q1	$5.52K	Buy	+120	New	+$5.92K	﹤0.01%	255

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

Tucker Asset Management's XLG Position: Q2 2026 in Review

Tucker Asset Management held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 173 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Tucker Asset Management first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.1K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Tucker Asset Management held 173 shares of Invesco S&P 500 Top 50 ETF worth $10.6K as of Q2 2026.
Tucker Asset Management left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #342 holding.
Tucker Asset Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
Tucker Asset Management's Invesco S&P 500 Top 50 ETF position peaked at $19.1K in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.