Valley National Advisers’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Valley National Advisers’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	$3.98K	Sell	65 -13	-17%	-$794	﹤0.01%	735
2026 Q1	$4K	Sell	78 -5	-6%	-$287	﹤0.01%	719
2025 Q4	$4K	Buy	+83	New	+$4.88K	﹤0.01%	721

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

Valley National Advisers's XLG Position: Q2 2026 in Review

Valley National Advisers reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 17% in Q2 2026, selling an estimated $794 and leaving 65 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Valley National Advisers first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $4K in Q1 2026. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Valley National Advisers held 65 shares of Invesco S&P 500 Top 50 ETF worth $3.98K as of Q2 2026.
Valley National Advisers sold 13 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $794.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #735 holding.
Valley National Advisers first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
Valley National Advisers's Invesco S&P 500 Top 50 ETF position peaked at $4K in Q1 2026.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.