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

DHJJ Financial Advisors’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 Q1	$7.94K	Buy	146 +1	+0.7%	+$57	﹤0.01%	625
2025 Q4	$8.62K	Hold	145	–	–	﹤0.01%	588
2025 Q3	$8.35K	Hold	145	–	–	﹤0.01%	570
2025 Q2	$7.55K	Buy	145 +45	+45%	+$2.14K	﹤0.01%	572
2025 Q1	$4.58K	Buy	100 +43	+75%	+$2.12K	﹤0.01%	576
2024 Q4	$2.87K	Hold	57	–	–	﹤0.01%	590
2024 Q3	$2.73K	Hold	57	–	–	﹤0.01%	581
2024 Q2	$2.62K	Hold	57	–	–	﹤0.01%	540
2024 Q1	$2.41K	Hold	57	–	–	﹤0.01%	539
2023 Q4	$2.15K	Hold	57	–	–	﹤0.01%	538
2023 Q3	$1.93K	Buy	+57	New	+$2K	﹤0.01%	542

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DHJJ Financial Advisors's XLG Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.69% in Q1 2026, buying an estimated $57 and bringing the position to 146 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

DHJJ Financial Advisors first reported a position in XLG in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.62K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLG as of Q1 2026.

DHJJ Financial Advisors held 146 shares of Invesco S&P 500 Top 50 ETF worth $7.94K as of Q1 2026.
DHJJ Financial Advisors bought 1 Invesco S&P 500 Top 50 ETF share in Q1 2026, an estimated $57.
Invesco S&P 500 Top 50 ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #625 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Invesco S&P 500 Top 50 ETF position peaked at $8.62K in Q4 2025.
559 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.