Vision Retirement’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Vision Retirement’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	$10.7M	Buy	174,996 +4,371	+3%	+$267K	2.59%	8
2026 Q1	$9.31M	Buy	170,625 +14,389	+9%	+$826K	2.65%	8
2025 Q4	$9.26M	Buy	+156,236	New	+$9.18M	2.48%	8

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vision Retirement's XLG Position: Q2 2026 in Review

Vision Retirement increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.6% in Q2 2026, buying an estimated $267K and bringing the position to 174,996 shares worth $10.7M. The position accounts for 2.59% of the portfolio, ranked #8.

Vision Retirement first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Vision Retirement held 174,996 shares of Invesco S&P 500 Top 50 ETF worth $10.7M as of Q2 2026.
Vision Retirement bought 4,371 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $267K.
Invesco S&P 500 Top 50 ETF made up 2.59% of Vision Retirement's portfolio in Q2 2026, its #8 holding.
Vision Retirement first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
563 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.