Vestmark Advisory Solutions’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Vestmark Advisory Solutions’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	$3.18M	Sell	51,875 -5,885	-10%	-$359K	0.03%	529
2026 Q1	$3.15M	Buy	57,760 +825	+1%	+$47.4K	0.03%	469
2025 Q4	$3.38M	Sell	56,935 -9,387	-14%	-$552K	0.05%	408
2025 Q3	$3.81M	Buy	+66,322	New	+$3.63M	0.07%	271

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

Vestmark Advisory Solutions's XLG Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 10% in Q2 2026, selling an estimated $359K and leaving 51,875 shares worth $3.18M. The position accounts for 0.03% of the portfolio, ranked #529.

Vestmark Advisory Solutions first reported a position in XLG in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.81M in Q3 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Vestmark Advisory Solutions held 51,875 shares of Invesco S&P 500 Top 50 ETF worth $3.18M as of Q2 2026.
Vestmark Advisory Solutions sold 5,885 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $359K.
Invesco S&P 500 Top 50 ETF made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #529 holding.
Vestmark Advisory Solutions first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 4 quarters since.
Vestmark Advisory Solutions's Invesco S&P 500 Top 50 ETF position peaked at $3.81M in Q3 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.