COMPASS FINANCIAL MANAGEMENT LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$125	Buy	+2	New	+$122	﹤0.01%	1500

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XLG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 2 shares worth $125. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings.

466 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2 shares of Invesco S&P 500 Top 50 ETF worth $125 as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1500 holding.
466 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.