Wealth Architects’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wealth Architects’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	$305K	Hold	4,980	–	–	0.02%	194
2026 Q1	$272K	Hold	4,980	–	–	0.02%	191
2025 Q4	$295K	Hold	4,980	–	–	0.03%	185
2025 Q3	$286K	Buy	4,980 +20	+0.4%	+$1.09K	0.03%	184
2025 Q2	$258K	Hold	4,960	–	–	0.03%	188
2025 Q1	$228K	Hold	4,960	–	–	0.03%	207
2024 Q4	$248K	Hold	4,960	–	–	0.03%	187
2024 Q3	$236K	Hold	4,960	–	–	0.03%	190
2024 Q2	$227K	Hold	4,960	–	–	0.03%	186
2024 Q1	$209K	Buy	+4,960	New	+$200K	0.03%	197

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

Wealth Architects's XLG Position: Q2 2026 in Review

Wealth Architects held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 4,980 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #194.

Wealth Architects first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Wealth Architects held 4,980 shares of Invesco S&P 500 Top 50 ETF worth $305K as of Q2 2026.
Wealth Architects 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 Wealth Architects's portfolio in Q2 2026, its #194 holding.
Wealth Architects first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.