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

Beacon Financial Group’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	$386K	Sell	6,309 -189	-3%	-$11.5K	0.04%	280
2026 Q1	$354K	Sell	6,498 -9,060	-58%	-$520K	0.04%	275
2025 Q4	$922K	Buy	15,558 +616	+4%	+$36.2K	0.09%	173
2025 Q3	$859K	Buy	14,942 +4,276	+40%	+$234K	0.08%	182
2025 Q2	$556K	Buy	10,666 +1,915	+22%	+$91.1K	0.06%	218
2025 Q1	$403K	Buy	+8,751	New	+$432K	0.04%	240

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 Group's XLG Position: Q2 2026 in Review

Beacon Financial Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.9% in Q2 2026, selling an estimated $11.5K and leaving 6,309 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #280.

Beacon Financial Group first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $922K in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Beacon Financial Group held 6,309 shares of Invesco S&P 500 Top 50 ETF worth $386K as of Q2 2026.
Beacon Financial Group sold 189 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $11.5K.
Invesco S&P 500 Top 50 ETF made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #280 holding.
Beacon Financial Group 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 Group's Invesco S&P 500 Top 50 ETF position peaked at $922K in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.