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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INVESCO S&P 500 TOP 50 ETF

Steward Partners Investment Advisory, LLC holds 87,376 shares of XLG (INVESCO S&P 500 TOP 50 ETF), worth $5.4M as of 2026-Q2. The position was increased (+30.3% shares). XLG represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$5.4M

Current Shares

87,376

Total Value Change

-$1.7M

Total Shares Change

-60,782

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
87,376
+30.3%
$5.4M0.0%$61.23
34
2026-Q1
Decreased
67,073
-35.1%
$3.7M0.0%$56.91
0
2025-Q4
Increased
103,296
+4.1%
$6.1M0.0%$59.64
28
2025-Q3
Increased
99,227
+31.8%
$5.7M0.0%$57.18
34
2025-Q2
Increased
75,299
+14.2%
$3.9M0.0%$51.69
30
2025-Q1
Decreased
65,923
-60.3%
$3M0.0%$45.61
0
2024-Q4
Increased
166,038
+12.1%
$8.3M0.1%$49.95
31
2024-Q3
Increased
148,158
+822.3%
$7M0.1%$46.84
44

Other major holders of XLG: LPL Financial LLC

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