Bank of New Hampshire’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bank of New Hampshire’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	$300K	Sell	4,900 -570	-10%	-$34.8K	0.06%	177
2026 Q1	$298K	Sell	5,470 -850	-13%	-$48.8K	0.07%	167
2025 Q4	$375K	Hold	6,320	–	–	0.08%	153
2025 Q3	$364K	Hold	6,320	–	–	0.08%	152
2025 Q2	$329K	Hold	6,320	–	–	0.08%	156
2025 Q1	$291K	Hold	6,320	–	–	0.08%	164
2024 Q4	$316K	Hold	6,320	–	–	0.08%	154
2024 Q3	$300K	Sell	6,320 -1,250	-17%	-$57.4K	0.08%	160
2024 Q2	$346K	Hold	7,570	–	–	0.09%	153
2024 Q1	$319K	Buy	+7,570	New	+$304K	0.08%	161

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BWL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of New Hampshire's XLG Position: Q2 2026 in Review

Bank of New Hampshire reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 10% in Q2 2026, selling an estimated $34.8K and leaving 4,900 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #177.

Bank of New Hampshire first reported a position in XLG in Q1 2024 and has held it in 10 quarters since. The position peaked at $375K in Q4 2025. 401 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Bank of New Hampshire held 4,900 shares of Invesco S&P 500 Top 50 ETF worth $300K as of Q2 2026.
Bank of New Hampshire sold 570 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $34.8K.
Invesco S&P 500 Top 50 ETF made up 0.06% of Bank of New Hampshire's portfolio in Q2 2026, its #177 holding.
Bank of New Hampshire first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and has held it in 10 quarters since.
Bank of New Hampshire's Invesco S&P 500 Top 50 ETF position peaked at $375K in Q4 2025.
401 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.