WealthTrak Capital Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WealthTrak Capital Management’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	$357K	Sell	5,825 -206	-3%	-$12.6K	0.23%	62
2026 Q1	$329K	Sell	6,031 -55,595	-90%	-$3.19M	0.24%	64
2025 Q4	$3.65M	Buy	61,626 +15,664	+34%	+$921K	2.62%	10
2025 Q3	$2.64M	Buy	45,962 +30,762	+202%	+$1.68M	2.18%	10
2025 Q2	$792K	Buy	15,200 +6,972	+85%	+$332K	0.66%	37
2025 Q1	$379K	Buy	+8,228	New	+$406K	0.33%	48

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

WealthTrak Capital Management's XLG Position: Q2 2026 in Review

WealthTrak Capital Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.4% in Q2 2026, selling an estimated $12.6K and leaving 5,825 shares worth $357K. The position accounts for 0.23% of the portfolio, ranked #62.

WealthTrak Capital Management first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.65M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

WealthTrak Capital Management held 5,825 shares of Invesco S&P 500 Top 50 ETF worth $357K as of Q2 2026.
WealthTrak Capital Management sold 206 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $12.6K.
Invesco S&P 500 Top 50 ETF made up 0.23% of WealthTrak Capital Management's portfolio in Q2 2026, its #62 holding.
WealthTrak Capital Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
WealthTrak Capital Management's Invesco S&P 500 Top 50 ETF position peaked at $3.65M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.