Creative Planning
XLG icon

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

Creative 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
2024
Q1 		– Sell
-25,000
Closed -$10.8K – 3017
2023
Q4 		$10.8K Buy
+25,000
New +$892K ﹤0.01% 2714

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

Creative Planning's XLG Position: Q2 2026 in Review

Creative Planning increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.2% in Q2 2026, buying an estimated $119K and bringing the position to 33,617 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Creative Planning first reported a position in XLG in Q2 2013 and has held it in 48 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Creative Planning held 33,617 shares of Invesco S&P 500 Top 50 ETF worth $2.06M as of Q2 2026.
  • Creative Planning bought 1,953 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $119K.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2062 holding.
  • Creative Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 48 quarters since.
  • 583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.