ELCO Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

ELCO Management’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	$607K	Sell	9,550 -100	-1%	-$6.22K	0.29%	71
2026 Q2	$591K	Hold	9,650	–	–	0.25%	71
2026 Q1	$526K	Sell	9,650 -100	-1%	-$5.74K	0.25%	71
2025 Q4	$578K	Hold	9,750	–	–	0.36%	61
2025 Q3	$561K	Buy	9,750 +700	+8%	+$38.3K	0.29%	69
2025 Q2	$472K	Sell	9,050 -50	-0.5%	-$2.38K	0.25%	85
2025 Q1	$419K	Buy	9,100 +50	+0.6%	+$2.47K	0.23%	86
2024 Q4	$452K	Hold	9,050	–	–	0.24%	83
2024 Q3	$430K	Buy	9,050 +250	+3%	+$11.5K	0.23%	92
2024 Q2	$403K	Buy	+8,800	New	+$378K	0.23%	92

Other funds holding XLG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

ELCO Management's XLG Position: Q3 2026 in Review

ELCO Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 1% in Q3 2026, selling an estimated $6.22K and leaving 9,550 shares worth $607K. The position accounts for 0.29% of the portfolio, ranked #71.

ELCO Management first reported a position in XLG in Q2 2024 and has held it in 10 quarters since. 404 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

ELCO Management held 9,550 shares of Invesco S&P 500 Top 50 ETF worth $607K as of Q3 2026.
ELCO Management sold 100 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $6.22K.
Invesco S&P 500 Top 50 ETF made up 0.29% of ELCO Management's portfolio in Q3 2026, its #71 holding.
ELCO Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 10 quarters since.
404 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.