WA
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return