Western Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Western Wealth 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	$3.37M	Sell	55,099 -427	-0.8%	-$26.1K	0.11%	191
2026 Q1	$3.03M	Sell	55,526 -103,854	-65%	-$5.96M	0.12%	191
2025 Q4	$9.45M	Buy	159,380 +55,769	+54%	+$3.28M	0.44%	40
2025 Q3	$5.96M	Buy	103,611 +2,569	+3%	+$140K	0.31%	59
2025 Q2	$5.26M	Buy	+101,042	New	+$4.81M	0.31%	65

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

Western Wealth Management's XLG Position: Q2 2026 in Review

Western Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.77% in Q2 2026, selling an estimated $26.1K and leaving 55,099 shares worth $3.37M. The position accounts for 0.11% of the portfolio, ranked #191.

Western Wealth Management first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.45M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Western Wealth Management held 55,099 shares of Invesco S&P 500 Top 50 ETF worth $3.37M as of Q2 2026.
Western Wealth Management sold 427 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $26.1K.
Invesco S&P 500 Top 50 ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #191 holding.
Western Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
Western Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $9.45M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.