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 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cypress Wealth Services's XLG Position: Q2 2026 in Review

Cypress Wealth Services reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 4.9% in Q2 2026, selling an estimated $32.4K and leaving 10,332 shares worth $633K. The position accounts for 0.08% of the portfolio, ranked #197.

Cypress Wealth Services first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $650K in Q4 2025. 232 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Cypress Wealth Services held 10,332 shares of Invesco S&P 500 Top 50 ETF worth $633K as of Q2 2026.
Cypress Wealth Services sold 530 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $32.4K.
Invesco S&P 500 Top 50 ETF made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #197 holding.
Cypress Wealth Services first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
Cypress Wealth Services's Invesco S&P 500 Top 50 ETF position peaked at $650K in Q4 2025.
232 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.