Bedel Financial Consulting
XLG icon

Bedel Financial Consulting’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bedel Financial Consulting’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 		$354K Buy
5,571
+7
+0.1% +$435 0.03% 223
2026
Q2 		$341K Buy
+5,564
New +$340K 0.03% 226
2021
Q2 		– Sell
-8,320
Closed -$247K – 1019
2021
Q1 		$247K Buy
+8,320
New +$242K 0.1% 153

Other funds holding XLG

Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Bedel Financial Consulting's XLG Position: Q3 2026 in Review

Bedel Financial Consulting increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.13% in Q3 2026, buying an estimated $435 and bringing the position to 5,571 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #223.

Bedel Financial Consulting first reported a position in XLG in Q1 2021 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Bedel Financial Consulting held 5,571 shares of Invesco S&P 500 Top 50 ETF worth $354K as of Q3 2026.
  • Bedel Financial Consulting bought 7 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $435.
  • Invesco S&P 500 Top 50 ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q3 2026, its #223 holding.
  • Bedel Financial Consulting first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.