CFS Investment Advisory Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

CFS Investment Advisory 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	$355K	Sell	5,847 -19,985	-77%	-$1.22M	0.02%	296
2026 Q1	$1.55M	Sell	25,832 -282,315	-92%	-$16.2M	0.11%	150
2025 Q4	$18.3M	Buy	308,147 +5,787	+2%	+$340K	1.33%	18
2025 Q3	$17.7M	Buy	302,360 +145,096	+92%	+$7.93M	1.32%	18
2025 Q2	$8.19M	Buy	157,264 +65,765	+72%	+$3.13M	0.67%	36
2025 Q1	$4.21M	Buy	+91,499	New	+$4.52M	0.37%	60

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFS Investment Advisory Services's XLG Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 77% in Q2 2026, selling an estimated $1.22M and leaving 5,847 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #296.

CFS Investment Advisory Services first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.3M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

CFS Investment Advisory Services held 5,847 shares of Invesco S&P 500 Top 50 ETF worth $355K as of Q2 2026.
CFS Investment Advisory Services sold 19,985 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.22M.
Invesco S&P 500 Top 50 ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #296 holding.
CFS Investment Advisory Services first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
CFS Investment Advisory Services's Invesco S&P 500 Top 50 ETF position peaked at $18.3M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.