Cresta Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cresta Advisors’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 Q3	$1.65M	Sell	25,967 -26,280	-50%	-$1.63M	0.72%	26
2026 Q2	$3.2M	Buy	52,247 +2,655	+5%	+$162K	1.15%	23
2026 Q1	$2.71M	Sell	49,592 -114	-0.2%	-$6.55K	1.11%	24
2025 Q4	$2.95M	Buy	49,706 +1,161	+2%	+$68.2K	1.24%	21
2025 Q3	$2.79M	Buy	48,545 +980	+2%	+$53.6K	1.25%	20
2025 Q2	$2.48M	Sell	47,565 -6,252	-12%	-$297K	1.21%	20
2025 Q1	$2.48M	Sell	53,817 -8,742	-14%	-$431K	1.28%	19
2024 Q4	$2.97M	Hold	62,559	–	–	1.55%	17
2024 Q3	$2.97M	Buy	62,559 +3,033	+5%	+$139K	1.55%	17
2024 Q2	$2.72M	Buy	59,526 +2,130	+4%	+$91.4K	1.61%	17
2024 Q1	$2.42M	Buy	57,396 +4,370	+8%	+$176K	1.53%	16
2023 Q4	$2M	Buy	53,026 +3,387	+7%	+$121K	1.33%	18
2023 Q3	$1.69M	Buy	49,639 +2,129	+4%	+$74.9K	1.31%	20
2023 Q2	$1.66M	Buy	+47,510	New	+$1.55M	1.29%	22

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return

Cresta Advisors's XLG Position: Q3 2026 in Review

Cresta Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 50% in Q3 2026, selling an estimated $1.63M and leaving 25,967 shares worth $1.65M. The position accounts for 0.72% of the portfolio, ranked #26.

Cresta Advisors first reported a position in XLG in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.2M in Q2 2026. 150 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Cresta Advisors held 25,967 shares of Invesco S&P 500 Top 50 ETF worth $1.65M as of Q3 2026.
Cresta Advisors sold 26,280 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $1.63M.
Invesco S&P 500 Top 50 ETF made up 0.72% of Cresta Advisors's portfolio in Q3 2026, its #26 holding.
Cresta Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2023 and has held it in 14 quarters since.
Cresta Advisors's Invesco S&P 500 Top 50 ETF position peaked at $3.2M in Q2 2026.
150 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.