Waddell & Associates’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Waddell & Associates’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	$311K	Hold	5,085	–	–	0.02%	393
2026 Q1	$277K	Hold	5,085	–	–	0.02%	351
2025 Q4	$301K	Hold	5,085	–	–	0.02%	278
2025 Q3	$292K	Hold	5,085	–	–	0.02%	218
2025 Q2	$265K	Buy	+5,085	New	+$242K	0.03%	187

Other funds holding XLG

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

BWL

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

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Waddell & Associates's XLG Position: Q2 2026 in Review

Waddell & Associates held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 5,085 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #393.

Waddell & Associates first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Waddell & Associates held 5,085 shares of Invesco S&P 500 Top 50 ETF worth $311K as of Q2 2026.
Waddell & Associates left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #393 holding.
Waddell & Associates first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
231 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.