Financial Gravity Companies’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Financial Gravity Companies’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	$50K	Buy	+816	New	+$49.8K	0.01%	307
2025 Q2	$47.4K	Buy	+910	New	+$43.3K	0.01%	306
2024 Q4	$46.5K	Buy	930 +41	+5%	+$2.02K	0.01%	297
2024 Q3	$42.3K	Buy	+889	New	+$40.9K	0.01%	194
2018 Q4	$82K	Buy	+4,280	New	+$83.1K	0.07%	229
2018 Q1	$91K	Buy	4,830 +80	+2%	+$1.56K	0.09%	205
2017 Q4	$96K	Buy	+4,750	New	+$87.8K	0.11%	182

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

Financial Gravity Companies's XLG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q2 2026: 816 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XLG as recently as Q2 2025.

Financial Gravity Companies first reported a position in XLG in Q4 2017 and has held it in 7 quarters since. The position peaked at $96K in Q4 2017. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Financial Gravity Companies held 816 shares of Invesco S&P 500 Top 50 ETF worth $50K as of Q2 2026.
Invesco S&P 500 Top 50 ETF was a new Financial Gravity Companies position in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #307 holding.
Financial Gravity Companies first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's Invesco S&P 500 Top 50 ETF position peaked at $96K in Q4 2017.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.