Comprehensive Financial Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Comprehensive Financial Planning’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	$5.68M	Buy	92,770 +765	+0.8%	+$46.7K	3.03%	6
2026 Q1	$5.02M	Sell	92,005 -2,836	-3%	-$163K	3.48%	5
2025 Q4	$5.62M	Buy	94,841 +2,674	+3%	+$157K	3.72%	5
2025 Q3	$5.3M	Buy	92,167 +686	+0.7%	+$37.5K	3.63%	7
2025 Q2	$4.77M	Sell	91,481 -99	-0.1%	-$4.71K	3.75%	6
2025 Q1	$4.21M	Buy	91,580 +18,538	+25%	+$915K	4.1%	5
2024 Q4	$3.65M	Buy	+73,042	New	+$3.6M	3.08%	9

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

Comprehensive Financial Planning's XLG Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.83% in Q2 2026, buying an estimated $46.7K and bringing the position to 92,770 shares worth $5.68M. The position accounts for 3.03% of the portfolio, ranked #6.

Comprehensive Financial Planning first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Comprehensive Financial Planning held 92,770 shares of Invesco S&P 500 Top 50 ETF worth $5.68M as of Q2 2026.
Comprehensive Financial Planning bought 765 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $46.7K.
Invesco S&P 500 Top 50 ETF made up 3.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #6 holding.
Comprehensive Financial Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.