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Burke & Herbert Bank & Trust’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Burke & Herbert Bank & Trust’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 		$220K Buy
+3,595
New +$219K 0.05% 235
2026
Q1 		– Sell
-3,595
Closed -$213K – 241
2025
Q4 		$213K Hold
3,595
– – 0.06% 220
2025
Q3 		$207K Buy
+3,595
New +$197K 0.04% 233

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

Burke & Herbert Bank & Trust's XLG Position: Q2 2026 in Review

Burke & Herbert Bank & Trust opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 3,595 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #235 among its holdings. This is a return to the name: Burke & Herbert Bank & Trust previously reported a position in XLG as recently as Q4 2025.

Burke & Herbert Bank & Trust first reported a position in XLG in Q3 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Burke & Herbert Bank & Trust held 3,595 shares of Invesco S&P 500 Top 50 ETF worth $220K as of Q2 2026.
  • Invesco S&P 500 Top 50 ETF was a new Burke & Herbert Bank & Trust position in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.05% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #235 holding.
  • Burke & Herbert Bank & Trust first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.