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 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	Buy	+9,629	New	+$458K	0.02%	527
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	-$8	–	2015
2014 Q4	$8	Buy	+530	New	+$7.42K	﹤0.01%	2990

Other funds holding XLG

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

IFC & Insurance Marketing Auburn, California $114M AUM

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return