Colonial River Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Colonial River Investments’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	$705K	Sell	11,508 -21,316	-65%	-$1.3M	0.2%	93
2026 Q1	$1.79M	Buy	32,824 +1,720	+6%	+$98.8K	0.64%	33
2025 Q4	$1.84M	Buy	31,104 +999	+3%	+$58.7K	0.66%	32
2025 Q3	$1.73M	Buy	30,105 +4,137	+16%	+$226K	0.64%	37
2025 Q2	$1.37M	Buy	25,968 +9,733	+60%	+$463K	0.59%	40
2025 Q1	$747K	Buy	+16,235	New	+$801K	0.41%	55

Other funds holding XLG

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Colonial River Investments's XLG Position: Q2 2026 in Review

Colonial River Investments reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 65% in Q2 2026, selling an estimated $1.3M and leaving 11,508 shares worth $705K. The position accounts for 0.2% of the portfolio, ranked #93.

Colonial River Investments first reported a position in XLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2025. 344 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Colonial River Investments held 11,508 shares of Invesco S&P 500 Top 50 ETF worth $705K as of Q2 2026.
Colonial River Investments sold 21,316 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.3M.
Invesco S&P 500 Top 50 ETF made up 0.2% of Colonial River Investments's portfolio in Q2 2026, its #93 holding.
Colonial River Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 6 quarters since.
Colonial River Investments's Invesco S&P 500 Top 50 ETF position peaked at $1.84M in Q4 2025.
344 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.