Cyr Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cyr Financial’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	$16.3M	Buy	266,804 +16,785	+7%	+$1.02M	8.51%	2
2026 Q1	$13.6M	Buy	250,019 +19,082	+8%	+$1.1M	8.03%	2
2025 Q4	$13.7M	Sell	230,937 -12,313	-5%	-$724K	8.54%	2
2025 Q3	$14M	Buy	243,250 +8,639	+4%	+$472K	9.56%	1
2025 Q2	$12.2M	Buy	234,611 +32,666	+16%	+$1.55M	9.44%	1
2025 Q1	$9.29M	Buy	201,945 +324	+0.2%	+$16K	8.3%	3
2024 Q4	$10.1M	Buy	201,621 +42,443	+27%	+$2.09M	9.19%	2
2024 Q3	$7.57M	Buy	159,178 +3,903	+3%	+$179K	7.06%	4
2024 Q2	$7.1M	Buy	+155,275	New	+$6.66M	7.1%	4

Other funds holding XLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cyr Financial's XLG Position: Q2 2026 in Review

Cyr Financial increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 6.7% in Q2 2026, buying an estimated $1.02M and bringing the position to 266,804 shares worth $16.3M. The position accounts for 8.51% of the portfolio, ranked #2.

Cyr Financial first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Cyr Financial held 266,804 shares of Invesco S&P 500 Top 50 ETF worth $16.3M as of Q2 2026.
Cyr Financial bought 16,785 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $1.02M.
Invesco S&P 500 Top 50 ETF made up 8.51% of Cyr Financial's portfolio in Q2 2026, its #2 holding.
Cyr Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Cyr Financial's 13F filing for Q2 2026, filed 20 Jul 2026.