Focus Financial Network
XLG icon

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
Q3 		$915K Sell
14,382
-3,889
-21% -$242K 0.03% 359
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Focus Financial Network's XLG Position: Q3 2026 in Review

Focus Financial Network reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 21% in Q3 2026, selling an estimated $242K and leaving 14,382 shares worth $915K. The position accounts for 0.03% of the portfolio, ranked #359.

Focus Financial Network first reported a position in XLG in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.38M in Q4 2025. 85 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Focus Financial Network held 14,382 shares of Invesco S&P 500 Top 50 ETF worth $915K as of Q3 2026.
  • Focus Financial Network sold 3,889 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $242K.
  • Invesco S&P 500 Top 50 ETF made up 0.03% of Focus Financial Network's portfolio in Q3 2026, its #359 holding.
  • Focus Financial Network first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2020 and has held it in 27 quarters since.
  • Focus Financial Network's Invesco S&P 500 Top 50 ETF position peaked at $5.38M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.