VestGen Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

VestGen Advisors’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	$5.36M	Buy	87,602 +4,338	+5%	+$265K	0.16%	140
2026 Q1	$5.23M	Buy	83,264 +56,467	+211%	+$3.24M	0.14%	132
2025 Q4	$1.59M	Buy	26,797 +9,345	+54%	+$549K	0.07%	269
2025 Q3	$1M	Buy	17,452 +6,396	+58%	+$350K	0.03%	368
2025 Q2	$576K	Sell	11,056 -19	-0.2%	-$904	0.02%	401
2025 Q1	$510K	Buy	+11,075	New	+$547K	0.02%	384

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

VestGen Advisors's XLG Position: Q2 2026 in Review

VestGen Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.2% in Q2 2026, buying an estimated $265K and bringing the position to 87,602 shares worth $5.36M. The position accounts for 0.16% of the portfolio, ranked #140.

VestGen Advisors first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

VestGen Advisors held 87,602 shares of Invesco S&P 500 Top 50 ETF worth $5.36M as of Q2 2026.
VestGen Advisors bought 4,338 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $265K.
Invesco S&P 500 Top 50 ETF made up 0.16% of VestGen Advisors's portfolio in Q2 2026, its #140 holding.
VestGen Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.