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

Demars Financial 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	$47.5M	Buy	776,421 +1,377	+0.2%	+$84.1K	13.17%	2
2026 Q1	$42.3M	Sell	775,044 -20,054	-3%	-$1.15M	13.92%	2
2025 Q4	$47.1M	Buy	795,098 +27,593	+4%	+$1.62M	15.77%	2
2025 Q3	$44.1M	Buy	767,505 +29,058	+4%	+$1.59M	15.29%	2
2025 Q2	$38.5M	Buy	738,447 +128,341	+21%	+$6.1M	14.78%	3
2025 Q1	$28.1M	Buy	610,106 +41,589	+7%	+$2.05M	11.91%	3
2024 Q4	$28.4M	Buy	568,517 +97,505	+21%	+$4.8M	12.43%	3
2024 Q3	$22.4M	Buy	471,012 +60,412	+15%	+$2.78M	10.21%	3
2024 Q2	$18.8M	Buy	410,600 +12,572	+3%	+$540K	9%	3
2024 Q1	$16.8M	Buy	398,028 +13,198	+3%	+$531K	8.26%	3
2023 Q4	$14.5M	Buy	+384,830	New	+$13.7M	7.76%	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

Demars Financial Group's XLG Position: Q2 2026 in Review

Demars Financial Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.18% in Q2 2026, buying an estimated $84.1K and bringing the position to 776,421 shares worth $47.5M. The position accounts for 13.17% of the portfolio, ranked #2.

Demars Financial Group first reported a position in XLG in Q4 2023 and has held it in 11 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Demars Financial Group held 776,421 shares of Invesco S&P 500 Top 50 ETF worth $47.5M as of Q2 2026.
Demars Financial Group bought 1,377 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $84.1K.
Invesco S&P 500 Top 50 ETF made up 13.17% of Demars Financial Group's portfolio in Q2 2026, its #2 holding.
Demars Financial Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 11 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.