CWP
XLG icon

Cyndeo Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cyndeo Wealth Partners’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 		$903K Sell
14,751
-46
-0.3% -$2.81K 0.04% 271
2026
Q1 		$807K Sell
14,797
-345
-2% -$19.8K 0.04% 253
2025
Q4 		$898K Sell
15,142
-65
-0.4% -$3.82K 0.05% 248
2025
Q3 		$875K Buy
15,207
+104
+0.7% +$5.69K 0.05% 253
2025
Q2 		$787K Buy
15,103
+104
+0.7% +$4.95K 0.05% 258
2025
Q1 		$690K Sell
14,999
-383
-2% -$18.9K 0.05% 257
2024
Q4 		$768K Sell
15,382
-2,795
-15% -$138K 0.05% 246
2024
Q3 		$864K Buy
+18,177
New +$835K 0.06% 232

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
LFS
Lighthouse Financial Services Brea, California $476M AUM
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Cyndeo Wealth Partners's XLG Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.31% in Q2 2026, selling an estimated $2.81K and leaving 14,751 shares worth $903K. The position accounts for 0.04% of the portfolio, ranked #271.

Cyndeo Wealth Partners first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Cyndeo Wealth Partners held 14,751 shares of Invesco S&P 500 Top 50 ETF worth $903K as of Q2 2026.
  • Cyndeo Wealth Partners sold 46 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.81K.
  • Invesco S&P 500 Top 50 ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Cyndeo Wealth Partners first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
  • 135 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.