Clear Creek Financial Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Clear Creek Financial 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	$1.63M	Sell	26,602 -22,611	-46%	-$1.38M	0.1%	198
2026 Q1	$2.68M	Sell	49,213 -867	-2%	-$49.8K	0.21%	108
2025 Q4	$2.97M	Buy	50,080 +6,803	+16%	+$400K	0.24%	98
2025 Q3	$2.49M	Buy	43,277 +1,997	+5%	+$109K	0.22%	107
2025 Q2	$2.15M	Sell	41,280 -482	-1%	-$22.9K	0.2%	114
2025 Q1	$1.92M	Buy	41,762 +2,694	+7%	+$133K	0.2%	108
2024 Q4	$1.95M	Buy	+39,068	New	+$1.92M	0.21%	108

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

Clear Creek Financial Management's XLG Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 46% in Q2 2026, selling an estimated $1.38M and leaving 26,602 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #198.

Clear Creek Financial Management first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.97M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Clear Creek Financial Management held 26,602 shares of Invesco S&P 500 Top 50 ETF worth $1.63M as of Q2 2026.
Clear Creek Financial Management sold 22,611 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.38M.
Invesco S&P 500 Top 50 ETF made up 0.1% of Clear Creek Financial Management's portfolio in Q2 2026, its #198 holding.
Clear Creek Financial Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
Clear Creek Financial Management's Invesco S&P 500 Top 50 ETF position peaked at $2.97M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.