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A4 Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

A4 Wealth 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 		$368K Buy
6,018
+682
+13% +$41.6K 0.24% 59
2026
Q1 		$291K Buy
+5,336
New +$306K 0.24% 66

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

A4 Wealth Advisors's XLG Position: Q2 2026 in Review

A4 Wealth Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 13% in Q2 2026, buying an estimated $41.6K and bringing the position to 6,018 shares worth $368K. The position accounts for 0.24% of the portfolio, ranked #59.

A4 Wealth Advisors first reported a position in XLG in Q1 2026 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • A4 Wealth Advisors held 6,018 shares of Invesco S&P 500 Top 50 ETF worth $368K as of Q2 2026.
  • A4 Wealth Advisors bought 682 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $41.6K.
  • Invesco S&P 500 Top 50 ETF made up 0.24% of A4 Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • A4 Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2026 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.