FFO
XLG icon

Fortitude Family Office’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Fortitude Family Office’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 		$23.7K Hold
373
– – ﹤0.01% 775
2026
Q2 		$22.8K Buy
+373
New +$22.8K ﹤0.01% 482

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
CF
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Fortitude Family Office's XLG Position: Q3 2026 in Review

Fortitude Family Office held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2026 at 373 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Fortitude Family Office first reported a position in XLG in Q2 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

  • Fortitude Family Office held 373 shares of Invesco S&P 500 Top 50 ETF worth $23.7K as of Q3 2026.
  • Fortitude Family Office left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #775 holding.
  • Fortitude Family Office first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.