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

WBH Advisory’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	$1.26M	Hold	20,581	–	–	0.08%	158
2026 Q1	$1.13M	Sell	20,581 -43	-0.2%	-$2.47K	0.08%	161
2025 Q4	$1.22M	Sell	20,624 -15	-0.1%	-$882	0.09%	146
2025 Q3	$1.19M	Buy	20,639 +10	+0%	+$547	0.09%	149
2025 Q2	$1.07M	Buy	20,629 +3,982	+24%	+$189K	0.09%	151
2025 Q1	$766K	Buy	+16,647	New	+$822K	0.07%	174

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

WBH Advisory's XLG Position: Q2 2026 in Review

WBH Advisory held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 20,581 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #158.

WBH Advisory first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

WBH Advisory held 20,581 shares of Invesco S&P 500 Top 50 ETF worth $1.26M as of Q2 2026.
WBH Advisory left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.08% of WBH Advisory's portfolio in Q2 2026, its #158 holding.
WBH Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.