University of Texas/Texas AM Investment Management Co (UTIMCO)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$420K	Hold	6,863	–	–	0.05%	120
2026 Q1	$374K	Hold	6,863	–	–	0.05%	116
2025 Q4	$407K	Hold	6,863	–	–	0.06%	131
2025 Q3	$395K	Hold	6,863	–	–	0.06%	103
2025 Q2	$358K	Hold	6,863	–	–	0.06%	87
2025 Q1	$316K	Buy	+6,863	New	+$339K	0.05%	88

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s XLG Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 6,863 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #120.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 6,863 shares of Invesco S&P 500 Top 50 ETF worth $420K as of Q2 2026.
University of Texas/Texas AM Investment Management Co (UTIMCO) left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.05% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #120 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
468 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.