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

World Investment 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 		$8.97M Sell
164,372
-280
-0.2% -$17.1K 0.15% 153
2026
Q1 		$8.98M Buy
164,652
+213
+0.1% +$12.2K 0.14% 162
2025
Q4 		$9.75M Sell
164,439
-13,618
-8% -$801K 0.16% 154
2025
Q3 		$10.2M Sell
178,057
-16,667
-9% -$911K 0.21% 101
2025
Q2 		$10.1M Buy
194,724
+21,806
+13% +$1.04M 0.23% 98
2025
Q1 		$7.96M Sell
172,918
-247
-0.1% -$12.2K 0.21% 118
2024
Q4 		$8.65M Sell
173,165
-56
-0% -$2.76K 0.24% 98
2024
Q3 		$8.23M Buy
173,221
+66,037
+62% +$3.03M 0.26% 100
2024
Q2 		$4.9M Buy
107,184
+10,329
+11% +$443K 0.31% 70
2024
Q1 		$4.08M Buy
96,855
+82,705
+584% +$3.33M 0.58% 37
2023
Q4 		$534K Sell
14,150
-700
-5% -$25K 0.07% 211
2023
Q3 		$504K Hold
14,850
– – 0.1% 144
2023
Q2 		$519K Hold
14,850
– – 0.1% 133
2023
Q1 		$461K Hold
14,850
– – 0.1% 139
2022
Q4 		$410K Sell
14,850
-300
-2% -$8.46K 0.09% 149
2022
Q3 		$408K Buy
15,150
+1,750
+13% +$52.8K 0.1% 149
2022
Q2 		$426K Sell
13,400
-5,150
-28% -$161K 0.09% 166
2022
Q1 		$652K Sell
18,550
-100
-0.5% -$3.44K 0.14% 122
2021
Q4 		$647K Hold
18,650
– – 0.14% 119
2021
Q3 		$615K Hold
18,650
– – 0.14% 113
2021
Q2 		$607K Hold
18,650
– – 0.14% 106
2021
Q1 		$572K Sell
18,650
-1,030
-5% -$30K 0.14% 111
2020
Q4 		$589K Buy
19,680
+10
+0.1% +$272 0.15% 111
2020
Q3 		$515K Hold
19,670
– – 0.18% 83
2020
Q2 		$514K Sell
19,670
-190
-1% -$4.25K 0.18% 82
2020
Q1 		$388K Hold
19,860
– – 0.18% 77
2019
Q4 		$463K Sell
19,860
-90
-0.5% -$2K 0.18% 77
2019
Q3 		$424K Sell
19,950
-300
-1% -$6.36K 0.18% 68
2019
Q2 		$426K Sell
20,250
-3,000
-13% -$62.2K 0.19% 70
2019
Q1 		$472K Sell
23,250
-6,830
-23% -$133K 0.21% 61
2018
Q4 		$586K Buy
+30,080
New +$584K 0.26% 61

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

World Investment Advisors's XLG Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.17% in Q2 2026, selling an estimated $17.1K and leaving 164,372 shares worth $8.97M. The position accounts for 0.15% of the portfolio, ranked #153.

World Investment Advisors first reported a position in XLG in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.2M in Q3 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • World Investment Advisors held 164,372 shares of Invesco S&P 500 Top 50 ETF worth $8.97M as of Q2 2026.
  • World Investment Advisors sold 280 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $17.1K.
  • Invesco S&P 500 Top 50 ETF made up 0.15% of World Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • World Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $10.2M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.