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Columbia Advisory Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Columbia Advisory Partners’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 		$567K Hold
9,262
– – 0.31% 52
2026
Q1 		$505K Sell
9,262
-14,013
-60% -$805K 0.32% 55
2025
Q4 		$1.38M Sell
23,275
-2,985
-11% -$175K 0.94% 20
2025
Q3 		$1.51M Sell
26,260
-685
-3% -$37.5K 1.04% 20
2025
Q2 		$1.4M Sell
26,945
-8,107
-23% -$386K 1.06% 20
2025
Q1 		$1.61M Sell
35,052
-7,593
-18% -$375K 1.4% 15
2024
Q4 		$2.13M Sell
42,645
-143,259
-77% -$7.05M 1.98% 10
2024
Q3 		$8.84M Sell
185,904
-15,172
-8% -$697K 8.37% 4
2024
Q2 		$9.2M Sell
201,076
-6,906
-3% -$296K 8.98% 3
2024
Q1 		$8.76M Buy
207,982
+1,385
+0.7% +$55.7K 8.88% 4
2023
Q4 		$7.79M Sell
206,597
-8,462
-4% -$302K 8.01% 4
2023
Q3 		$7.3M Sell
215,059
-8,441
-4% -$297K 7.96% 4
2023
Q2 		$7.82M Sell
223,500
-1,950
-0.9% -$63.5K 8.36% 5
2023
Q1 		$7M Sell
225,450
-3,190
-1% -$93.6K 6.6% 5
2022
Q4 		$6.31M Buy
228,640
+40,580
+22% +$1.14M 6.01% 6
2022
Q3 		$5.06M Sell
188,060
-16,170
-8% -$488K 6.17% 6
2022
Q2 		$5.85M Buy
204,230
+30
+0% +$935 6.7% 6
2022
Q1 		$7.18M Buy
204,200
+23,470
+13% +$807K 7.2% 6
2021
Q4 		$6.67M Buy
+180,730
New +$6.44M 6.65% 6

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Columbia Advisory Partners's XLG Position: Q2 2026 in Review

Columbia Advisory Partners held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 9,262 shares worth $567K. The position accounts for 0.31% of the portfolio, ranked #52.

Columbia Advisory Partners first reported a position in XLG in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.2M in Q2 2024. 231 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Columbia Advisory Partners held 9,262 shares of Invesco S&P 500 Top 50 ETF worth $567K as of Q2 2026.
  • Columbia Advisory Partners left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.31% of Columbia Advisory Partners's portfolio in Q2 2026, its #52 holding.
  • Columbia Advisory Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 19 quarters since.
  • Columbia Advisory Partners's Invesco S&P 500 Top 50 ETF position peaked at $9.2M in Q2 2024.
  • 231 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.