Wavvest Wealth LLC’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Wavvest Wealth LLC’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 Q3	$317K	Buy	+4,990	New	+$310K	0.26%	80

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Wavvest Wealth LLC's XLG Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q3 2026: 4,990 shares worth $317K. The stake represents 0.26% of the portfolio and ranks #80 among its holdings.

210 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Wavvest Wealth LLC held 4,990 shares of Invesco S&P 500 Top 50 ETF worth $317K as of Q3 2026.
Invesco S&P 500 Top 50 ETF was a new Wavvest Wealth LLC position in Q3 2026.
Invesco S&P 500 Top 50 ETF made up 0.26% of Wavvest Wealth LLC's portfolio in Q3 2026, its #80 holding.
210 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.