Curtis Advisory Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Curtis Advisory 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 Q3	$2.36M	Buy	37,058 +1,360	+4%	+$84.6K	0.44%	46
2026 Q2	$2.19M	Buy	+35,698	New	+$2.18M	0.42%	49
2025 Q4	–	Sell	-35,966	Closed	-$2.07M	–	118
2025 Q3	$2.07M	Buy	35,966 +171	+0.5%	+$9.35K	0.47%	37
2025 Q2	$1.86M	Buy	35,795 +3,990	+13%	+$190K	0.47%	39
2025 Q1	$1.46M	Buy	+31,805	New	+$1.57M	0.43%	44

Other funds holding XLG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 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

Curtis Advisory Group's XLG Position: Q3 2026 in Review

Curtis Advisory Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.8% in Q3 2026, buying an estimated $84.6K and bringing the position to 37,058 shares worth $2.36M. The position accounts for 0.44% of the portfolio, ranked #46.

Curtis Advisory Group first reported a position in XLG in Q1 2025 and has held it in 5 quarters since. 380 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Curtis Advisory Group held 37,058 shares of Invesco S&P 500 Top 50 ETF worth $2.36M as of Q3 2026.
Curtis Advisory Group bought 1,360 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $84.6K.
Invesco S&P 500 Top 50 ETF made up 0.44% of Curtis Advisory Group's portfolio in Q3 2026, its #46 holding.
Curtis Advisory Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 5 quarters since.
380 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.