Advisornet Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Advisornet Financial’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	$185K	Buy	3,024 +524	+21%	+$32K	0.01%	677
2026 Q1	$136K	Sell	2,500 -336	-12%	-$19.3K	0.01%	716
2025 Q4	$168K	Buy	2,836 +146	+5%	+$8.58K	0.01%	648
2025 Q3	$155K	Buy	2,690 +1,448	+117%	+$79.2K	0.01%	665
2025 Q2	$64.7K	Buy	1,242 +1,123	+944%	+$53.4K	﹤0.01%	912
2025 Q1	$5.48K	Buy	+119	New	+$5.87K	﹤0.01%	1593
2022 Q4	–	Sell	-15,150	Closed	-$408K	–	2501
2022 Q3	$408K	Sell	15,150 -2,450	-14%	-$73.9K	0.04%	357
2022 Q2	$504K	Sell	17,600 -5,780	-25%	-$180K	0.05%	317
2022 Q1	$822K	Sell	23,380 -8,500	-27%	-$292K	0.05%	286
2021 Q4	$1.18M	Sell	31,880 -9,730	-23%	-$347K	0.07%	234
2021 Q3	$1.37M	Sell	41,610 -3,900	-9%	-$132K	0.1%	189
2021 Q2	$1.48M	Sell	45,510 -5,050	-10%	-$158K	0.1%	189
2021 Q1	$1.5M	Sell	50,560 -4,160	-8%	-$121K	0.11%	182
2020 Q4	$1.56M	Sell	54,720 -10,780	-16%	-$294K	0.13%	159
2020 Q3	$1.72M	Sell	65,500 -3,560	-5%	-$92K	0.15%	149
2020 Q2	$1.64M	Buy	69,060 +4,930	+8%	+$110K	0.13%	159
2020 Q1	$1.25M	Buy	64,130 +53,250	+489%	+$1.2M	0.12%	160
2019 Q4	$254K	Hold	10,880	–	–	0.02%	459
2019 Q3	$231K	Sell	10,880 -1,470	-12%	-$31.2K	0.02%	473
2019 Q2	$259K	Sell	12,350 -80	-0.6%	-$1.66K	0.03%	406
2019 Q1	$252K	Sell	12,430 -130	-1%	-$2.52K	0.03%	391
2018 Q4	$226K	Sell	12,560 -12,390	-50%	-$240K	0.03%	383
2018 Q3	$522K	Buy	24,950 +1,070	+4%	+$21.8K	0.07%	257
2018 Q2	$460K	Buy	23,880 +2,270	+11%	+$43.5K	0.06%	244
2018 Q1	$404K	Hold	21,610	–	–	0.06%	262
2017 Q4	$411K	Buy	+21,610	New	+$399K	0.06%	229

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

LFS

Lighthouse Financial Services Brea, California $476M AUM

Advisornet Financial's XLG Position: Q2 2026 in Review

Advisornet Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 21% in Q2 2026, buying an estimated $32K and bringing the position to 3,024 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #677.

Advisornet Financial first reported a position in XLG in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.72M in Q3 2020. 184 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Advisornet Financial held 3,024 shares of Invesco S&P 500 Top 50 ETF worth $185K as of Q2 2026.
Advisornet Financial bought 524 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $32K.
Invesco S&P 500 Top 50 ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #677 holding.
Advisornet Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2017 and has held it in 26 quarters since.
Advisornet Financial's Invesco S&P 500 Top 50 ETF position peaked at $1.72M in Q3 2020.
184 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.