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CDM Financial Counseling Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

CDM Financial Counseling Services’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 		$398K Hold
6,500
– – 0.34% 60
2026
Q1 		$355K Hold
6,500
– – 0.34% 64
2025
Q4 		$385K Buy
+6,500
New +$382K 0.36% 59

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

CDM Financial Counseling Services's XLG Position: Q2 2026 in Review

CDM Financial Counseling Services held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 6,500 shares worth $398K. The position accounts for 0.34% of the portfolio, ranked #60.

CDM Financial Counseling Services first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • CDM Financial Counseling Services held 6,500 shares of Invesco S&P 500 Top 50 ETF worth $398K as of Q2 2026.
  • CDM Financial Counseling Services left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.34% of CDM Financial Counseling Services's portfolio in Q2 2026, its #60 holding.
  • CDM Financial Counseling Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 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 CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.