CFG
XLG icon

Cooper Financial Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cooper Financial Group’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 		$696K Sell
11,373
-241
-2% -$14.7K 0.06% 219
2026
Q1 		$634K Buy
11,614
+615
+6% +$35.3K 0.06% 224
2025
Q4 		$652K Buy
10,999
+3,229
+42% +$190K 0.07% 202
2025
Q3 		$447K Buy
7,770
+797
+11% +$43.6K 0.05% 252
2025
Q2 		$363K Sell
6,973
-5,201
-43% -$247K 0.04% 275
2025
Q1 		$560K Buy
12,174
+7,273
+148% +$359K 0.07% 228
2024
Q4 		$245K Buy
4,901
+398
+9% +$19.6K 0.03% 343
2024
Q3 		$214K Hold
4,503
– – 0.03% 359
2024
Q2 		$206K Buy
+4,503
New +$193K 0.03% 359
2022
Q2 		– Sell
-6,160
Closed -$217K – 288
2022
Q1 		$217K Hold
6,160
– – 0.08% 227
2021
Q4 		$227K Sell
6,160
-110
-2% -$3.92K 0.09% 208
2021
Q3 		$207K Hold
6,270
– – 0.04% 237
2021
Q2 		$204K Buy
+6,270
New +$197K 0.04% 243
2020
Q1 		– Sell
-13,630
Closed -$318K – 179
2019
Q4 		$318K Buy
13,630
+50
+0.4% +$1.11K 0.13% 101
2019
Q3 		$288K Buy
13,580
+120
+0.9% +$2.54K 0.13% 101
2019
Q2 		$282K Hold
13,460
– – 0.14% 93
2019
Q1 		$273K Buy
+13,460
New +$261K 0.15% 85

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
LFS
Lighthouse Financial Services Brea, California $476M AUM
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return