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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Curtis Advisory Group's XLG Position: Q2 2026 in Review

Curtis Advisory Group opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 35,698 shares worth $2.19M. The stake represents 0.42% of the portfolio and ranks #49 among its holdings. This is a return to the name: Curtis Advisory Group previously reported a position in XLG as recently as Q3 2025.

Curtis Advisory Group first reported a position in XLG in Q1 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Curtis Advisory Group held 35,698 shares of Invesco S&P 500 Top 50 ETF worth $2.19M as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Curtis Advisory Group position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.42% of Curtis Advisory Group's portfolio in Q2 2026, its #49 holding.
Curtis Advisory Group first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2025 and has held it in 4 quarters since.
274 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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