WealthShield Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WealthShield Partners’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	-48	Closed	-$2.62K	–	607
2026 Q1	$2.62K	Buy	+48	New	+$2.76K	﹤0.01%	579
2025 Q4	–	Sell	-158	Closed	-$9.09K	–	598
2025 Q3	$9.09K	Hold	158	–	–	﹤0.01%	507
2025 Q2	$8.23K	Hold	158	–	–	﹤0.01%	500
2025 Q1	$7.27K	Hold	158	–	–	﹤0.01%	488
2024 Q4	$7.89K	Buy	+158	New	+$7.78K	﹤0.01%	452
2024 Q3	–	Sell	-26,102	Closed	-$1.19M	–	508
2024 Q2	$1.19M	Sell	26,102 -6,018	-19%	-$258K	0.18%	130
2024 Q1	$1.35M	Buy	+32,120	New	+$1.29M	0.22%	122

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

WealthShield Partners's XLG Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 48 shares — an estimated $2.62K sold.

WealthShield Partners first reported a position in XLG in Q1 2024 and held it in 7 quarters. The position peaked at $1.35M in Q1 2024. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

WealthShield Partners reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 48 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.62K.
WealthShield Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 7 quarters.
WealthShield Partners's Invesco S&P 500 Top 50 ETF position peaked at $1.35M in Q1 2024.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.