ESB
XLG icon

Essex Savings Bank’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Essex Savings Bank’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 		$499K Sell
8,153
-171
-2% -$10.4K 0.11% 179
2026
Q1 		$454K Hold
8,324
– – 0.1% 179
2025
Q4 		$493K Buy
8,324
+772
+10% +$45.4K 0.11% 170
2025
Q3 		$434K Hold
7,552
– – 0.1% 177
2025
Q2 		$393K Buy
+7,552
New +$359K 0.09% 181

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Essex Savings Bank's XLG Position: Q2 2026 in Review

Essex Savings Bank reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 2.1% in Q2 2026, selling an estimated $10.4K and leaving 8,153 shares worth $499K. The position accounts for 0.11% of the portfolio, ranked #179.

Essex Savings Bank first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Essex Savings Bank held 8,153 shares of Invesco S&P 500 Top 50 ETF worth $499K as of Q2 2026.
  • Essex Savings Bank sold 171 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $10.4K.
  • Invesco S&P 500 Top 50 ETF made up 0.11% of Essex Savings Bank's portfolio in Q2 2026, its #179 holding.
  • Essex Savings Bank first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.