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Coastline Trust’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Coastline Trust’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
Q3 		– Sell
-15,406
Closed -$943K – 403
2026
Q2 		$943K Buy
15,406
+7,000
+83% +$427K 0.08% 133
2026
Q1 		$459K Sell
8,406
-4,000
-32% -$230K 0.05% 159
2025
Q4 		$735K Buy
+12,406
New +$729K 0.07% 143

Other funds holding XLG

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Coastline Trust's XLG Position: Q3 2026 in Review

Coastline Trust sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2026, closing a stake of 15,406 shares — an estimated $943K sold.

Coastline Trust first reported a position in XLG in Q4 2025 and held it in 3 quarters. The position peaked at $943K in Q2 2026. 26 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Coastline Trust reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 15,406 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $943K.
  • Coastline Trust first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and held it in 3 quarters.
  • Coastline Trust's Invesco S&P 500 Top 50 ETF position peaked at $943K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.