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

Bulwark Capital’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 		$3.91M Buy
63,937
+15,402
+32% +$940K 2.2% 16
2026
Q1 		$2.65M Sell
48,535
-201
-0.4% -$11.5K 1.63% 17
2025
Q4 		$2.89M Hold
48,736
– – 2.05% 14
2025
Q3 		$2.8M Hold
48,736
– – 2.18% 14
2025
Q2 		$2.54M Buy
+48,736
New +$2.32M 2.14% 17

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Bulwark Capital's XLG Position: Q2 2026 in Review

Bulwark Capital increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 32% in Q2 2026, buying an estimated $940K and bringing the position to 63,937 shares worth $3.91M. The position accounts for 2.2% of the portfolio, ranked #16.

Bulwark Capital first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Bulwark Capital held 63,937 shares of Invesco S&P 500 Top 50 ETF worth $3.91M as of Q2 2026.
  • Bulwark Capital bought 15,402 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $940K.
  • Invesco S&P 500 Top 50 ETF made up 2.2% of Bulwark Capital's portfolio in Q2 2026, its #16 holding.
  • Bulwark Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.