Estate Planners Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Estate Planners 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	$12.8M	Buy	208,582 +4,164	+2%	+$254K	5.78%	7
2026 Q1	$11.2M	Buy	204,418 +3,290	+2%	+$189K	5.36%	6
2025 Q4	$11.9M	Buy	+201,128	New	+$11.8M	5.17%	6

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

Estate Planners Group's XLG Position: Q2 2026 in Review

Estate Planners Group increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 2% in Q2 2026, buying an estimated $254K and bringing the position to 208,582 shares worth $12.8M. The position accounts for 5.78% of the portfolio, ranked #7.

Estate Planners Group first reported a position in XLG in Q4 2025 and has held it in 3 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Estate Planners Group held 208,582 shares of Invesco S&P 500 Top 50 ETF worth $12.8M as of Q2 2026.
Estate Planners Group bought 4,164 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $254K.
Invesco S&P 500 Top 50 ETF made up 5.78% of Estate Planners Group's portfolio in Q2 2026, its #7 holding.
Estate Planners Group first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2025 and has held it in 3 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.