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Cornerstone Planning Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cornerstone Planning 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 		$1.53K Hold
25
– – ﹤0.01% 1390
2026
Q1 		$1.53K Buy
25
+5
+25% +$287 ﹤0.01% 1355
2025
Q4 		$1.19K Hold
20
– – ﹤0.01% 1309
2025
Q3 		$1.19K Buy
+20
New +$1.09K ﹤0.01% 1265

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Cornerstone Planning Group's XLG Position: Q2 2026 in Review

Cornerstone Planning Group held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 25 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Cornerstone Planning Group first reported a position in XLG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.53K in Q1 2026. 401 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Cornerstone Planning Group held 25 shares of Invesco S&P 500 Top 50 ETF worth $1.53K as of Q2 2026.
  • Cornerstone Planning Group left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1390 holding.
  • Cornerstone Planning Group first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Invesco S&P 500 Top 50 ETF position peaked at $1.53K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.