Diversified Enterprises
XLG icon

Diversified Enterprises’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Diversified Enterprises’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 		$2.04M Buy
32,008
+118
+0.4% +$7.34K 0.09% 99
2026
Q2 		$1.95M Sell
31,890
-852
-3% -$52K 0.09% 98
2026
Q1 		$1.79M Sell
32,742
-750
-2% -$43.1K 0.1% 102
2025
Q4 		$1.99M Buy
33,492
+180
+0.5% +$10.6K 0.12% 80
2025
Q3 		$1.92M Buy
33,312
+1,287
+4% +$70.4K 0.13% 66
2025
Q2 		$1.67M Sell
32,025
-547
-2% -$26K 0.12% 66
2025
Q1 		$1.5M Buy
32,572
+229
+0.7% +$11.3K 0.13% 68
2024
Q4 		$1.62M Buy
32,343
+1,551
+5% +$76.4K 0.15% 53
2024
Q3 		$1.46M Buy
+30,792
New +$1.42M 0.16% 54

Other funds holding XLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 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
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Diversified Enterprises's XLG Position: Q3 2026 in Review

Diversified Enterprises increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.37% in Q3 2026, buying an estimated $7.34K and bringing the position to 32,008 shares worth $2.04M. The position accounts for 0.09% of the portfolio, ranked #99.

Diversified Enterprises first reported a position in XLG in Q3 2024 and has held it in 9 quarters since. 239 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Diversified Enterprises held 32,008 shares of Invesco S&P 500 Top 50 ETF worth $2.04M as of Q3 2026.
  • Diversified Enterprises bought 118 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $7.34K.
  • Invesco S&P 500 Top 50 ETF made up 0.09% of Diversified Enterprises's portfolio in Q3 2026, its #99 holding.
  • Diversified Enterprises first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 9 quarters since.
  • 239 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.