Well Done LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Well Done LLC’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	$350K	Hold	5,712	–	–	0.05%	153
2026 Q1	$312K	Hold	5,712	–	–	0.05%	152
2025 Q4	$339K	Hold	5,712	–	–	0.05%	147
2025 Q3	$329K	Hold	5,712	–	–	0.06%	140
2025 Q2	$298K	Buy	+5,712	New	+$272K	0.06%	141
2019 Q1	–	Sell	-4,170	Closed	-$75K	–	661
2018 Q4	$75K	Buy	+4,170	New	+$80.9K	0.02%	227

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

Well Done LLC's XLG Position: Q2 2026 in Review

Well Done LLC held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 5,712 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #153.

Well Done LLC first reported a position in XLG in Q4 2018 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Well Done LLC held 5,712 shares of Invesco S&P 500 Top 50 ETF worth $350K as of Q2 2026.
Well Done LLC left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.05% of Well Done LLC's portfolio in Q2 2026, its #153 holding.
Well Done LLC first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2018 and has held it in 6 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.