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Apeiron RIA’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Apeiron RIA’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 		$2.94M Sell
48,052
-14,370
-23% -$877K 0.75% 33
2026
Q1 		$3.41M Sell
62,422
-15,491
-20% -$890K 0.79% 29
2025
Q4 		$4.62M Sell
77,913
-25,580
-25% -$1.5M 0.94% 28
2025
Q3 		$5.96M Buy
103,493
+45,399
+78% +$2.48M 1.34% 23
2025
Q2 		$3.03M Buy
58,094
+31,565
+119% +$1.5M 0.78% 35
2025
Q1 		$1.22M Buy
26,529
+20,679
+353% +$1.02M 0.37% 61
2024
Q4 		$292K Hold
5,850
– – 0.08% 169
2024
Q3 		$278K Hold
5,850
– – 0.08% 167
2024
Q2 		$268K Hold
5,850
– – 0.08% 176
2024
Q1 		$246K Hold
5,850
– – 0.07% 186
2023
Q4 		$221K Buy
+5,850
New +$209K 0.07% 187
2023
Q3 		– Sell
-5,850
Closed -$205K – 197
2023
Q2 		$205K Buy
+5,850
New +$191K 0.07% 184

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CF
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
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apeiron RIA's XLG Position: Q2 2026 in Review

Apeiron RIA reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 23% in Q2 2026, selling an estimated $877K and leaving 48,052 shares worth $2.94M. The position accounts for 0.75% of the portfolio, ranked #33.

Apeiron RIA first reported a position in XLG in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.96M in Q3 2025. 124 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Apeiron RIA held 48,052 shares of Invesco S&P 500 Top 50 ETF worth $2.94M as of Q2 2026.
  • Apeiron RIA sold 14,370 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $877K.
  • Invesco S&P 500 Top 50 ETF made up 0.75% of Apeiron RIA's portfolio in Q2 2026, its #33 holding.
  • Apeiron RIA first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and has held it in 12 quarters since.
  • Apeiron RIA's Invesco S&P 500 Top 50 ETF position peaked at $5.96M in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.