Wagner Wealth Management (South Carolina)’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wagner Wealth Management (South Carolina)’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	$4.09K	Hold	67	–	–	﹤0.01%	249
2026 Q1	$3.64K	Hold	67	–	–	﹤0.01%	242
2025 Q4	$3.96K	Hold	67	–	–	﹤0.01%	228
2025 Q3	$3.84K	Hold	67	–	–	﹤0.01%	207
2025 Q2	$3.47K	Hold	67	–	–	﹤0.01%	215
2025 Q1	$3.06K	Buy	67 +1	+2%	+$49	﹤0.01%	211
2024 Q4	$3.32K	Hold	66	–	–	﹤0.01%	212
2024 Q3	$3.15K	Hold	66	–	–	﹤0.01%	204
2024 Q2	$3.03K	Buy	+66	New	+$2.83K	﹤0.01%	233

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

Wagner Wealth Management (South Carolina)'s XLG Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 67 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Wagner Wealth Management (South Carolina) first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Wagner Wealth Management (South Carolina) held 67 shares of Invesco S&P 500 Top 50 ETF worth $4.09K as of Q2 2026.
Wagner Wealth Management (South Carolina) left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #249 holding.
Wagner Wealth Management (South Carolina) first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.