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

Washington Trust 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	–	Sell	-3,300	Closed	-$180K	–	773
2026 Q1	$180K	Hold	3,300	–	–	0.01%	234
2025 Q4	$196K	Hold	3,300	–	–	0.01%	226
2025 Q3	$190K	Hold	3,300	–	–	0.01%	223
2025 Q2	$172K	Hold	3,300	–	–	0.01%	211
2025 Q1	$152K	Hold	3,300	–	–	0.01%	214
2024 Q4	$165K	Hold	3,300	–	–	0.01%	210
2024 Q3	$157K	Hold	3,300	–	–	0.01%	217
2024 Q2	$151K	Hold	3,300	–	–	0.01%	217
2024 Q1	$139K	Hold	3,300	–	–	0.01%	219
2023 Q4	$124K	Hold	3,300	–	–	0.01%	226
2023 Q3	$112K	Hold	3,300	–	–	0.01%	227
2023 Q2	$115K	Hold	3,300	–	–	0.01%	222
2023 Q1	$102K	Hold	3,300	–	–	0.01%	242
2022 Q4	$91.1K	Hold	3,300	–	–	0.01%	264
2022 Q3	$89K	Hold	3,300	–	–	0.01%	299
2022 Q2	$95K	Hold	3,300	–	–	0.01%	302
2022 Q1	$116K	Hold	3,300	–	–	0.01%	312
2021 Q4	$122K	Buy	+3,300	New	+$118K	0.01%	328

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

Washington Trust Advisors's XLG Position: Q2 2026 in Review

Washington Trust Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 3,300 shares — an estimated $180K sold.

Washington Trust Advisors first reported a position in XLG in Q4 2021 and held it in 18 quarters. The position peaked at $196K in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Washington Trust Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Washington Trust Advisors sold 3,300 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $180K.
Washington Trust Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and held it in 18 quarters.
Washington Trust Advisors's Invesco S&P 500 Top 50 ETF position peaked at $196K in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.