Cypress Wealth Services
XLG icon

Cypress Wealth Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cypress Wealth Services’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 		$672K Hold
10,332
– – 0.08% 193
2026
Q2 		$633K Sell
10,332
-530
-5% -$32.4K 0.08% 197
2026
Q1 		$593K Sell
10,862
-108
-1% -$6.2K 0.08% 193
2025
Q4 		$650K Buy
+10,970
New +$645K 0.09% 179

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Cypress Wealth Services's XLG Position: Q3 2026 in Review

Cypress Wealth Services held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2026 at 10,332 shares worth $672K. The position accounts for 0.08% of the portfolio, ranked #193.

Cypress Wealth Services first reported a position in XLG in Q4 2025 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Cypress Wealth Services held 10,332 shares of Invesco S&P 500 Top 50 ETF worth $672K as of Q3 2026.
  • Cypress Wealth Services left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Top 50 ETF made up 0.08% of Cypress Wealth Services's portfolio in Q3 2026, its #193 holding.
  • Cypress Wealth Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.