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

CGC Financial 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	$62.8K	Hold	1,026	–	–	0.01%	125
2026 Q1	$56K	Hold	1,026	–	–	0.02%	120
2025 Q4	$60.8K	Hold	1,026	–	–	0.02%	123
2025 Q3	$59K	Buy	1,026 +676	+193%	+$37K	0.02%	116
2025 Q2	$18.2K	Hold	350	–	–	0.01%	178
2025 Q1	$16.1K	Hold	350	–	–	0.01%	178
2024 Q4	$17.5K	Hold	350	–	–	0.01%	173
2024 Q3	$16.6K	Hold	350	–	–	0.01%	172
2024 Q2	$16K	Hold	350	–	–	0.01%	172
2024 Q1	$14.7K	Hold	350	–	–	0.01%	183
2023 Q4	$13.2K	Hold	350	–	–	0.01%	201
2023 Q3	$11.9K	Hold	350	–	–	0.01%	163
2023 Q2	$12.2K	Buy	+350	New	+$11.4K	0.01%	167

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

CGC Financial Services's XLG Position: Q2 2026 in Review

CGC Financial Services held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 1,026 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #125.

CGC Financial Services first reported a position in XLG in Q2 2023 and has held it in 13 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

CGC Financial Services held 1,026 shares of Invesco S&P 500 Top 50 ETF worth $62.8K as of Q2 2026.
CGC Financial 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 0.01% of CGC Financial Services's portfolio in Q2 2026, its #125 holding.
CGC Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and has held it in 13 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.