WA
XLG icon

WESPAC Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WESPAC Advisors’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 		$212K Buy
+3,461
New +$211K 0.1% 186
2026
Q1 		– Sell
-4,027
Closed -$239K – 209
2025
Q4 		$239K Buy
+4,027
New +$237K 0.13% 155
2025
Q1 		– Sell
-7,553
Closed -$377K – 208
2024
Q4 		$377K Buy
7,553
+17
+0.2% +$837 0.28% 119
2024
Q3 		$358K Hold
7,536
– – 0.27% 112
2024
Q2 		$345K Sell
7,536
-3,461
-31% -$149K 0.27% 119
2024
Q1 		$463K Buy
+10,997
New +$442K 0.27% 109
2018
Q2 		– Sell
-32,260
Closed -$602K – 151
2018
Q1 		$602K Buy
+32,260
New +$628K 0.37% 89
2017
Q4 		– Sell
-32,260
Closed -$574K – 143
2017
Q3 		$574K Hold
32,260
– – 0.38% 86
2017
Q2 		$552K Buy
32,260
+210
+0.7% +$3.57K 0.38% 82
2017
Q1 		$535K Hold
32,050
– – 0.62% 57
2016
Q4 		$505K Buy
32,050
+1,770
+6% +$27.2K 0.57% 55
2016
Q3 		$463K Sell
30,280
-31,870
-51% -$487K 0.52% 67
2016
Q2 		$918K Buy
62,150
+29,810
+92% +$437K 0.95% 41
2016
Q1 		$470K Hold
32,340
– – 0.58% 69
2015
Q4 		$468K Sell
32,340
-48,870
-60% -$705K 0.54% 63
2015
Q3 		$1.08M Buy
81,210
+28,210
+53% +$396K 1.89% 23
2015
Q2 		$750K Sell
53,000
-37,780
-42% -$545K 0.56% 64
2015
Q1 		$1.27M Sell
90,780
-4,510
-5% -$63.9K 0.97% 42
2014
Q4 		$1.35M Sell
95,290
-2,420
-2% -$33.9K 0.95% 41
2014
Q3 		$1.35M Buy
+97,710
New +$1.34M 1.08% 34

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

WESPAC Advisors's XLG Position: Q2 2026 in Review

WESPAC Advisors opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,461 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #186 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in XLG as recently as Q4 2025.

WESPAC Advisors first reported a position in XLG in Q3 2014 and has held it in 20 quarters since. The position peaked at $1.35M in Q4 2014. 411 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • WESPAC Advisors held 3,461 shares of Invesco S&P 500 Top 50 ETF worth $212K as of Q2 2026.
  • Invesco S&P 500 Top 50 ETF was a new WESPAC Advisors position in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.1% of WESPAC Advisors's portfolio in Q2 2026, its #186 holding.
  • WESPAC Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2014 and has held it in 20 quarters since.
  • WESPAC Advisors's Invesco S&P 500 Top 50 ETF position peaked at $1.35M in Q4 2014.
  • 411 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.