Y.D. More Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Y.D. More Investments’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	–	Sell	-460	Closed	-$24.5K	–	533
2026 Q1	$24.5K	Hold	460	–	–	﹤0.01%	335
2025 Q4	$27.3K	Hold	460	–	–	﹤0.01%	323
2025 Q3	$26.3K	Sell	460 -260	-36%	-$14.2K	﹤0.01%	329
2025 Q2	$37.3K	Buy	720 +72	+11%	+$3.42K	﹤0.01%	321
2025 Q1	$29.7K	Buy	648 +388	+149%	+$19.1K	﹤0.01%	338
2024 Q4	$12.9K	Hold	260	–	–	﹤0.01%	364
2024 Q3	$12.2K	Hold	260	–	–	﹤0.01%	354
2024 Q2	$11.8K	Hold	260	–	–	﹤0.01%	368
2024 Q1	$10.9K	Hold	260	–	–	﹤0.01%	312
2023 Q4	$9.7K	Buy	+260	New	+$9.28K	﹤0.01%	327

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

Y.D. More Investments's XLG Position: Q2 2026 in Review

Y.D. More Investments sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 460 shares — an estimated $24.5K sold.

Y.D. More Investments first reported a position in XLG in Q4 2023 and held it in 10 quarters. The position peaked at $37.3K in Q2 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Y.D. More Investments reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
Y.D. More Investments sold 460 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $24.5K.
Y.D. More Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 10 quarters.
Y.D. More Investments's Invesco S&P 500 Top 50 ETF position peaked at $37.3K in Q2 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.