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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cooper Financial Group's XLG Position: Q2 2026 in Review

Cooper Financial Group reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.1% in Q2 2026, selling an estimated $14.7K and leaving 11,373 shares worth $696K. The position accounts for 0.06% of the portfolio, ranked #219.

Cooper Financial Group first reported a position in XLG in Q1 2019 and has held it in 17 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Cooper Financial Group held 11,373 shares of Invesco S&P 500 Top 50 ETF worth $696K as of Q2 2026.
  • Cooper Financial Group sold 241 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $14.7K.
  • Invesco S&P 500 Top 50 ETF made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #219 holding.
  • Cooper Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2019 and has held it in 17 quarters since.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.