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

Foronjy Financial’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	$3.73M	Sell	60,882 -4,781	-7%	-$292K	1.37%	21
2026 Q1	$3.58M	Buy	65,663 +2,773	+4%	+$159K	1.49%	21
2025 Q4	$3.73M	Sell	62,890 -5,700	-8%	-$335K	1.56%	20
2025 Q3	$3.95M	Buy	68,590 +6,023	+10%	+$329K	1.73%	20
2025 Q2	$3.26M	Buy	+62,567	New	+$2.98M	1.53%	19

Other funds holding XLG

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Foronjy Financial's XLG Position: Q2 2026 in Review

Foronjy Financial reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 7.3% in Q2 2026, selling an estimated $292K and leaving 60,882 shares worth $3.73M. The position accounts for 1.37% of the portfolio, ranked #21.

Foronjy Financial first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.95M in Q3 2025. 274 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Foronjy Financial held 60,882 shares of Invesco S&P 500 Top 50 ETF worth $3.73M as of Q2 2026.
Foronjy Financial sold 4,781 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $292K.
Invesco S&P 500 Top 50 ETF made up 1.37% of Foronjy Financial's portfolio in Q2 2026, its #21 holding.
Foronjy Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
Foronjy Financial's Invesco S&P 500 Top 50 ETF position peaked at $3.95M in Q3 2025.
274 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.