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Birchbrook’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Birchbrook’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 		$21.6K Buy
353
+203
+135% +$12.4K 0.01% 167
2026
Q1 		$8.18K Sell
150
-300
-67% -$17.2K ﹤0.01% 206
2025
Q4 		$26.7K Buy
+450
New +$26.5K 0.01% 160

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Birchbrook's XLG Position: Q2 2026 in Review

Birchbrook increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 135% in Q2 2026, buying an estimated $12.4K and bringing the position to 353 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #167.

Birchbrook first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.7K in Q4 2025. 274 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Birchbrook held 353 shares of Invesco S&P 500 Top 50 ETF worth $21.6K as of Q2 2026.
  • Birchbrook bought 203 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $12.4K.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Birchbrook's portfolio in Q2 2026, its #167 holding.
  • Birchbrook first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchbrook's Invesco S&P 500 Top 50 ETF position peaked at $26.7K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.