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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
Q3 		$4.08M Buy
64,186
+249
+0.4% +$15.5K 2.16% 14
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

Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bulwark Capital's XLG Position: Q3 2026 in Review

Bulwark Capital increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.39% in Q3 2026, buying an estimated $15.5K and bringing the position to 64,186 shares worth $4.08M. The position accounts for 2.16% of the portfolio, ranked #14.

Bulwark Capital first reported a position in XLG in Q2 2025 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Bulwark Capital held 64,186 shares of Invesco S&P 500 Top 50 ETF worth $4.08M as of Q3 2026.
  • Bulwark Capital bought 249 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $15.5K.
  • Invesco S&P 500 Top 50 ETF made up 2.16% of Bulwark Capital's portfolio in Q3 2026, its #14 holding.
  • Bulwark Capital first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 6 quarters since.
  • 269 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.