BF
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Baring Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Baring Financial’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 		$1.21M Sell
19,825
-590
-3% -$36K 0.67% 37
2026
Q1 		$1.11M Buy
20,415
+1,092
+6% +$62.7K 0.68% 38
2025
Q4 		$1.15M Buy
+19,323
New +$1.14M 0.7% 38

Other funds holding XLG

Wealth Enhancement Advisory Services
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Baring Financial's XLG Position: Q2 2026 in Review

Baring Financial reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.9% in Q2 2026, selling an estimated $36K and leaving 19,825 shares worth $1.21M. The position accounts for 0.67% of the portfolio, ranked #37.

Baring Financial first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Baring Financial held 19,825 shares of Invesco S&P 500 Top 50 ETF worth $1.21M as of Q2 2026.
  • Baring Financial sold 590 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $36K.
  • Invesco S&P 500 Top 50 ETF made up 0.67% of Baring Financial's portfolio in Q2 2026, its #37 holding.
  • Baring Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.