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

Beto 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 		– Sell
-3,218
Closed -$201K – 162
2026
Q1 		$201K Sell
3,218
-8,803
-73% -$506K 0.12% 151
2025
Q4 		$713K Buy
+12,021
New +$707K 0.48% 48

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beto Financial Group's XLG Position: Q2 2026 in Review

Beto Financial Group sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 3,218 shares — an estimated $201K sold.

Beto Financial Group first reported a position in XLG in Q4 2025 and held it in 2 quarters. The position peaked at $713K in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Beto Financial Group reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
  • Beto Financial Group sold 3,218 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $201K.
  • Beto Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and held it in 2 quarters.
  • Beto Financial Group's Invesco S&P 500 Top 50 ETF position peaked at $713K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.