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

Balance Wealth’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	$2.37M	Sell	38,750 -473	-1%	-$28.9K	0.63%	36
2026 Q1	$2.14M	Sell	39,223 -230	-0.6%	-$13.2K	0.66%	36
2025 Q4	$2.34M	Buy	39,453 +54	+0.1%	+$3.17K	0.75%	29
2025 Q3	$2.27M	Hold	39,399	–	–	0.56%	30
2025 Q2	$2.05M	Sell	39,399 -1,293	-3%	-$61.5K	1.2%	22
2025 Q1	$1.87M	Buy	+40,692	New	+$2.01M	1.22%	21

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

Balance Wealth's XLG Position: Q2 2026 in Review

Balance Wealth reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1.2% in Q2 2026, selling an estimated $28.9K and leaving 38,750 shares worth $2.37M. The position accounts for 0.63% of the portfolio, ranked #36.

Balance Wealth first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Balance Wealth held 38,750 shares of Invesco S&P 500 Top 50 ETF worth $2.37M as of Q2 2026.
Balance Wealth sold 473 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $28.9K.
Invesco S&P 500 Top 50 ETF made up 0.63% of Balance Wealth's portfolio in Q2 2026, its #36 holding.
Balance Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
184 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.