Birchbrook
XLG icon

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
Q3 		$22.5K Hold
353
– – 0.01% 160
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 $67.3B AUM 21.9% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Birchbrook's XLG Position: Q3 2026 in Review

Birchbrook held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2026 at 353 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #160.

Birchbrook first reported a position in XLG in Q4 2025 and has held it in 4 quarters since. The position peaked at $26.7K in Q4 2025. 245 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Birchbrook held 353 shares of Invesco S&P 500 Top 50 ETF worth $22.5K as of Q3 2026.
  • Birchbrook left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #160 holding.
  • Birchbrook first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 4 quarters since.
  • Birchbrook's Invesco S&P 500 Top 50 ETF position peaked at $26.7K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.