UBS AM’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

UBS AM’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	$40K	Hold	654	–	–	﹤0.01%	2987
2026 Q1	$35.7K	Buy	654 +490	+299%	+$28.1K	﹤0.01%	3030
2025 Q4	$9.72K	Buy	+164	New	+$9.64K	﹤0.01%	2858
2019 Q4	–	Sell	-920	Closed	-$19.5K	–	2882
2019 Q3	$19.5K	Hold	920	–	–	﹤0.01%	2781
2019 Q2	$19.3K	Hold	920	–	–	﹤0.01%	2748
2019 Q1	$18.7K	Hold	920	–	–	﹤0.01%	2681
2018 Q4	$16.5K	Hold	920	–	–	﹤0.01%	2646
2018 Q3	$19.2K	Hold	920	–	–	﹤0.01%	2635
2018 Q2	$17.7K	Hold	920	–	–	﹤0.01%	2659
2018 Q1	$17.2K	Hold	920	–	–	﹤0.01%	2550
2017 Q4	$17.5K	Hold	920	–	–	﹤0.01%	2480
2017 Q3	$16.4K	Hold	920	–	–	﹤0.01%	2441
2017 Q2	$15.7K	Buy	+920	New	+$15.6K	﹤0.01%	2434

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

UBS AM's XLG Position: Q2 2026 in Review

UBS AM held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 654 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

UBS AM first reported a position in XLG in Q2 2017 and has held it in 13 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

UBS AM held 654 shares of Invesco S&P 500 Top 50 ETF worth $40K as of Q2 2026.
UBS AM 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 UBS AM's portfolio in Q2 2026, its #2987 holding.
UBS AM first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2017 and has held it in 13 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.