First Heartland Consultants’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

First Heartland Consultants’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	$752K	Buy	12,280 +934	+8%	+$57K	0.05%	258
2026 Q1	$619K	Sell	11,346 -1,079	-9%	-$62K	0.05%	261
2025 Q4	$737K	Buy	12,425 +605	+5%	+$35.6K	0.06%	220
2025 Q3	$680K	Buy	11,820 +131	+1%	+$7.16K	0.05%	225
2025 Q2	$609K	Buy	11,689 +836	+8%	+$39.8K	0.05%	240
2025 Q1	$499K	Sell	10,853 -583	-5%	-$28.8K	0.05%	238
2024 Q4	$571K	Buy	11,436 +1,629	+17%	+$80.2K	0.06%	215
2024 Q3	$466K	Buy	9,807 +382	+4%	+$17.6K	0.05%	253
2024 Q2	$431	Buy	9,425 +3,660	+63%	+$157K	0.03%	290
2024 Q1	$243K	Buy	+5,765	New	+$232K	0.03%	369
2016 Q2	–	Sell	-90,210	Closed	-$1.31M	–	309
2016 Q1	$1.31M	Buy	90,210 +1,710	+2%	+$23.7K	0.5%	42
2015 Q4	$1.28M	Buy	88,500 +2,840	+3%	+$41K	0.49%	51
2015 Q3	$1.14M	Hold	85,660	–	–	0.48%	51
2015 Q2	$1.21K	Hold	85,660	–	–	0.33%	58
2015 Q1	$1.2M	Buy	85,660 +6,900	+9%	+$97.8K	0.46%	57
2014 Q4	$1.12M	Buy	78,760 +7,020	+10%	+$98.3K	0.46%	57
2014 Q3	$991K	Buy	71,740 +11,950	+20%	+$164K	0.44%	58
2014 Q2	$806K	Sell	59,790 -4,740	-7%	-$62.5K	0.36%	83
2014 Q1	$837K	Buy	+64,530	New	+$823K	0.41%	68
2013 Q3	–	Sell	-2,800	Closed	-$32K	–	383
2013 Q2	$32K	Buy	+2,800	New	+$32.1K	0.02%	294

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

LFS

Lighthouse Financial Services Brea, California $476M AUM

IIM

IFC & Insurance Marketing Auburn, California $114M AUM

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

First Heartland Consultants's XLG Position: Q2 2026 in Review

First Heartland Consultants increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 8.2% in Q2 2026, buying an estimated $57K and bringing the position to 12,280 shares worth $752K. The position accounts for 0.05% of the portfolio, ranked #258.

First Heartland Consultants first reported a position in XLG in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.31M in Q1 2016. 101 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

First Heartland Consultants held 12,280 shares of Invesco S&P 500 Top 50 ETF worth $752K as of Q2 2026.
First Heartland Consultants bought 934 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $57K.
Invesco S&P 500 Top 50 ETF made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #258 holding.
First Heartland Consultants first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2013 and has held it in 20 quarters since.
First Heartland Consultants's Invesco S&P 500 Top 50 ETF position peaked at $1.31M in Q1 2016.
101 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.