Farther Finance Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Farther Finance 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 Q2	$37.2M	Sell	607,616 -47,008	-7%	-$2.87M	0.29%	66
2026 Q1	$36M	Buy	654,624 +383,193	+141%	+$22M	0.34%	60
2025 Q4	$16.1M	Sell	271,431 -4,429	-2%	-$260K	0.17%	108
2025 Q3	$15.9M	Buy	275,860 +20,255	+8%	+$1.11M	0.24%	77
2025 Q2	$13.3M	Sell	255,605 -39	-0%	-$1.85K	0.27%	73
2025 Q1	$11.8M	Buy	255,644 +86,855	+51%	+$4.29M	0.3%	64
2024 Q4	$8.43M	Buy	168,789 +35,359	+27%	+$1.74M	0.3%	71
2024 Q3	$6.34M	Sell	133,430 -28,034	-17%	-$1.29M	0.24%	84
2024 Q2	$7.45M	Sell	161,464 -5,952	-4%	-$255K	0.36%	48
2024 Q1	$7.06M	Sell	167,416 -19,755	-11%	-$795K	0.43%	40
2023 Q4	$7.06M	Sell	187,171 -13,062	-7%	-$466K	0.51%	35
2023 Q3	$6.8M	Sell	200,233 -7,547	-4%	-$265K	1.07%	17
2023 Q2	$7.27M	Sell	207,780 -27,240	-12%	-$888K	1.59%	11
2023 Q1	$7.3M	Buy	235,020 +47,290	+25%	+$1.39M	2.14%	6
2022 Q4	$5.18M	Buy	+187,730	New	+$5.3M	2.01%	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

Farther Finance Advisors's XLG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 7.2% in Q2 2026, selling an estimated $2.87M and leaving 607,616 shares worth $37.2M. The position accounts for 0.29% of the portfolio, ranked #66.

Farther Finance Advisors first reported a position in XLG in Q4 2022 and has held it in 15 quarters since. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Farther Finance Advisors held 607,616 shares of Invesco S&P 500 Top 50 ETF worth $37.2M as of Q2 2026.
Farther Finance Advisors sold 47,008 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $2.87M.
Invesco S&P 500 Top 50 ETF made up 0.29% of Farther Finance Advisors's portfolio in Q2 2026, its #66 holding.
Farther Finance Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2022 and has held it in 15 quarters since.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.