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Centurion Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Centurion Wealth Management’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 		– Sell
-5,540
Closed -$302K – 327
2026
Q1 		$302K Buy
5,540
+80
+1% +$4.59K 0.07% 233
2025
Q4 		$324K Buy
+5,460
New +$321K 0.07% 222

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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Centurion Wealth Management's XLG Position: Q2 2026 in Review

Centurion Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026, closing a stake of 5,540 shares — an estimated $302K sold.

Centurion Wealth Management first reported a position in XLG in Q4 2025 and held it in 2 quarters. The position peaked at $324K in Q4 2025. 231 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Centurion Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 5,540 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $302K.
  • Centurion Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and held it in 2 quarters.
  • Centurion Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $324K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.