Focus Financial Network’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Focus Financial Network’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	$1.12M	Sell	18,271 -51,610	-74%	-$3.15M	0.03%	321
2026 Q1	$3.81M	Sell	69,881 -20,931	-23%	-$1.2M	0.14%	129
2025 Q4	$5.38M	Buy	90,812 +5,504	+6%	+$324K	0.19%	90
2025 Q3	$4.91M	Buy	85,308 +4,957	+6%	+$271K	0.18%	93
2025 Q2	$4.19M	Buy	80,351 +21,710	+37%	+$1.03M	0.17%	102
2025 Q1	$2.7M	Buy	58,641 +44,358	+311%	+$2.19M	0.11%	142
2024 Q4	$714K	Sell	14,283 -359	-2%	-$17.7K	0.03%	339
2024 Q3	$696K	Buy	14,642 +999	+7%	+$45.9K	0.03%	334
2024 Q2	$634K	Buy	13,643 +90	+0.7%	+$3.86K	0.03%	344
2024 Q1	$549K	Sell	13,553 -74,736	-85%	-$3.01M	0.03%	361
2023 Q4	$3.33M	Buy	88,289 +77,512	+719%	+$2.77M	0.13%	144
2023 Q3	$366K	Sell	10,777 -33	-0.3%	-$1.16K	0.02%	416
2023 Q2	$378K	Buy	10,810 +20	+0.2%	+$652	0.02%	418
2023 Q1	$335K	Sell	10,790 -90	-0.8%	-$2.64K	0.02%	429
2022 Q4	$300K	Hold	10,880	–	–	0.02%	371
2022 Q3	$293K	Buy	10,880 +520	+5%	+$15.7K	0.03%	376
2022 Q2	$297K	Sell	10,360 -8,430	-45%	-$263K	0.02%	382
2022 Q1	$660K	Sell	18,790 -48,030	-72%	-$1.65M	0.05%	257
2021 Q4	$2.47M	Buy	66,820 +3,440	+5%	+$123K	0.36%	66
2021 Q3	$2.09M	Buy	63,380 +2,210	+4%	+$74.8K	0.28%	90
2021 Q2	$1.99M	Sell	61,170 -60	-0.1%	-$1.88K	0.26%	95
2021 Q1	$1.82M	Sell	61,230 -71,240	-54%	-$2.08M	0.21%	109
2020 Q4	$3.78M	Buy	132,470 +5,270	+4%	+$143K	0.33%	60
2020 Q3	$3.33M	Buy	127,200 +5,100	+4%	+$132K	0.31%	67
2020 Q2	$2.9M	Sell	122,100 -12,270	-9%	-$274K	0.32%	68
2020 Q1	$2.63M	Buy	+134,370	New	+$3.03M	0.35%	59

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

Focus Financial Network's XLG Position: Q2 2026 in Review

Focus Financial Network reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 74% in Q2 2026, selling an estimated $3.15M and leaving 18,271 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #321.

Focus Financial Network first reported a position in XLG in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.38M in Q4 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Focus Financial Network held 18,271 shares of Invesco S&P 500 Top 50 ETF worth $1.12M as of Q2 2026.
Focus Financial Network sold 51,610 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $3.15M.
Invesco S&P 500 Top 50 ETF made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #321 holding.
Focus Financial Network first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and has held it in 26 quarters since.
Focus Financial Network's Invesco S&P 500 Top 50 ETF position peaked at $5.38M in Q4 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.