Wealth Enhancement Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wealth Enhancement Advisory Services’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	$84.9M	Sell	1,370,284 -74,823	-5%	-$4.57M	0.14%	121
2026 Q1	$79.4M	Sell	1,445,107 -974,833	-40%	-$56M	0.16%	117
2025 Q4	$144M	Buy	2,419,940 +7,746	+0.3%	+$455K	0.19%	91
2025 Q3	$139M	Sell	2,412,194 -16,075	-0.7%	-$879K	0.21%	90
2025 Q2	$128M	Sell	2,428,269 -77,678	-3%	-$3.69M	0.21%	89
2025 Q1	$115M	Buy	2,505,947 +1,417,535	+130%	+$70M	0.22%	86
2024 Q4	$54.4M	Buy	1,088,412 +313,700	+40%	+$15.4M	0.1%	189
2024 Q3	$36.8M	Buy	774,712 +173,566	+29%	+$7.98M	0.08%	237
2024 Q2	$27.5M	Buy	601,146 +587,337	+4,253%	+$25.2M	0.07%	276
2024 Q1	$582K	Sell	13,809 -162	-1%	-$6.52K	﹤0.01%	1489
2023 Q4	$527K	Sell	13,971 -26,648	-66%	-$951K	﹤0.01%	1469
2023 Q3	$1.38M	Buy	+40,619	New	+$1.43M	﹤0.01%	987

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 Enhancement Advisory Services's XLG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.2% in Q2 2026, selling an estimated $4.57M and leaving 1,370,284 shares worth $84.9M. The position accounts for 0.14% of the portfolio, ranked #121.

Wealth Enhancement Advisory Services first reported a position in XLG in Q3 2023 and has held it in 12 quarters since. The position peaked at $144M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Wealth Enhancement Advisory Services held 1,370,284 shares of Invesco S&P 500 Top 50 ETF worth $84.9M as of Q2 2026.
Wealth Enhancement Advisory Services sold 74,823 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $4.57M.
Invesco S&P 500 Top 50 ETF made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #121 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $144M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.