Wedbush Securities’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wedbush Securities’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	$3.57M	Buy	58,284 +241	+0.4%	+$14.7K	0.09%	173
2026 Q1	$3.17M	Buy	58,043 +2,151	+4%	+$124K	0.09%	177
2025 Q4	$3.31M	Buy	55,892 +12,596	+29%	+$740K	0.1%	158
2025 Q3	$2.49M	Buy	43,296 +5,544	+15%	+$303K	0.08%	183
2025 Q2	$1.97M	Buy	37,752 +3,381	+10%	+$161K	0.07%	215
2025 Q1	$1.58M	Buy	34,371 +9,142	+36%	+$451K	0.06%	252
2024 Q4	$1.26M	Buy	25,229 +8,065	+47%	+$397K	0.04%	310
2024 Q3	$816K	Buy	17,164 +2,930	+21%	+$135K	0.03%	434
2024 Q2	$651K	Buy	14,234 +1,464	+11%	+$62.8K	0.02%	523
2024 Q1	$538K	Buy	12,770 +2,082	+19%	+$83.7K	0.02%	616
2023 Q4	$403K	Buy	+10,688	New	+$382K	0.02%	640

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

Wedbush Securities's XLG Position: Q2 2026 in Review

Wedbush Securities increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.42% in Q2 2026, buying an estimated $14.7K and bringing the position to 58,284 shares worth $3.57M. The position accounts for 0.09% of the portfolio, ranked #173.

Wedbush Securities first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Wedbush Securities held 58,284 shares of Invesco S&P 500 Top 50 ETF worth $3.57M as of Q2 2026.
Wedbush Securities bought 241 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $14.7K.
Invesco S&P 500 Top 50 ETF made up 0.09% of Wedbush Securities's portfolio in Q2 2026, its #173 holding.
Wedbush Securities first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.