Beacon Financial Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Beacon Financial Advisory’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	$567K	Buy	9,255 +2	+0%	+$122	0.11%	218
2026 Q1	$505K	Sell	9,253 -16,460	-64%	-$945K	0.11%	228
2025 Q4	$1.52M	Buy	25,713 +1,602	+7%	+$94.2K	0.35%	65
2025 Q3	$1.39M	Buy	24,111 +11,585	+92%	+$633K	0.32%	77
2025 Q2	$653K	Buy	12,526 +4,331	+53%	+$206K	0.17%	156
2025 Q1	$377K	Buy	+8,195	New	+$404K	0.11%	202

Other funds holding XLG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Financial Advisory's XLG Position: Q2 2026 in Review

Beacon Financial Advisory increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.02% in Q2 2026, buying an estimated $122 and bringing the position to 9,255 shares worth $567K. The position accounts for 0.11% of the portfolio, ranked #218.

Beacon Financial Advisory first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Beacon Financial Advisory held 9,255 shares of Invesco S&P 500 Top 50 ETF worth $567K as of Q2 2026.
Beacon Financial Advisory bought 2 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $122.
Invesco S&P 500 Top 50 ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q2 2026, its #218 holding.
Beacon Financial Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Beacon Financial Advisory's Invesco S&P 500 Top 50 ETF position peaked at $1.52M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.