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

B. Riley 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
Q3 		$297K Buy
4,674
+905
+24% +$56.3K 0.01% 765
2026
Q2 		$228K Buy
+3,769
New +$230K 0.01% 721
2026
Q1 		– Sell
-4,518
Closed -$268K – 1130
2025
Q4 		$268K Buy
4,518
+1
+0% +$59 0.01% 747
2025
Q3 		$260K Sell
4,517
-5,112
-53% -$280K 0.01% 776
2025
Q2 		$502K Sell
9,629
-609
-6% -$29K 0.02% 527
2025
Q1 		$471K Buy
10,238
+1,221
+14% +$60.3K 0.01% 786
2024
Q4 		$450K Buy
9,017
+239
+3% +$11.8K 0.01% 732
2024
Q3 		$415K Buy
8,778
+2,472
+39% +$114K 0.01% 817
2024
Q2 		$289K Buy
+6,306
New +$271K 0.01% 1048
2015
Q1 		– Sell
-530
Closed -$8K – 2011
2014
Q4 		$8K Buy
+530
New +$7.42K ﹤0.01% 2990

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

B. Riley Wealth Advisors's XLG Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 24% in Q3 2026, buying an estimated $56.3K and bringing the position to 4,674 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #765.

B. Riley Wealth Advisors first reported a position in XLG in Q4 2014 and has held it in 10 quarters since. The position peaked at $502K in Q2 2025. 85 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • B. Riley Wealth Advisors held 4,674 shares of Invesco S&P 500 Top 50 ETF worth $297K as of Q3 2026.
  • B. Riley Wealth Advisors bought 905 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $56.3K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #765 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2014 and has held it in 10 quarters since.
  • B. Riley Wealth Advisors's Invesco S&P 500 Top 50 ETF position peaked at $502K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.