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 Q3	$1.3M	Buy	20,491 +666	+3%	+$41.4K	0.7%	37
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Baring Financial's XLG Position: Q3 2026 in Review

Baring Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.4% in Q3 2026, buying an estimated $41.4K and bringing the position to 20,491 shares worth $1.3M. The position accounts for 0.7% of the portfolio, ranked #37.

Baring Financial first reported a position in XLG in Q4 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Baring Financial held 20,491 shares of Invesco S&P 500 Top 50 ETF worth $1.3M as of Q3 2026.
Baring Financial bought 666 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $41.4K.
Invesco S&P 500 Top 50 ETF made up 0.7% of Baring Financial's portfolio in Q3 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 4 quarters since.
245 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.