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

Founders Financial Alliance’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	$628K	Buy	10,255 +338	+3%	+$20.6K	0.08%	214
2026 Q1	$541K	Buy	9,917 +170	+2%	+$9.76K	0.1%	197
2025 Q4	$578K	Buy	9,747 +630	+7%	+$37K	0.11%	180
2025 Q3	$524K	Buy	9,117 +359	+4%	+$19.6K	0.1%	190
2025 Q2	$456K	Buy	8,758 +315	+4%	+$15K	0.1%	187
2025 Q1	$389K	Buy	8,443 +1,160	+16%	+$57.2K	0.09%	214
2024 Q4	$364K	Buy	7,283 +6,893	+1,767%	+$339K	0.1%	195
2024 Q3	$18.5K	Buy	390 +340	+680%	+$15.6K	0.01%	456
2024 Q2	$2.29K	Buy	+50	New	+$2.15K	﹤0.01%	533

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

Founders Financial Alliance's XLG Position: Q2 2026 in Review

Founders Financial Alliance increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.4% in Q2 2026, buying an estimated $20.6K and bringing the position to 10,255 shares worth $628K. The position accounts for 0.08% of the portfolio, ranked #214.

Founders Financial Alliance first reported a position in XLG in Q2 2024 and has held it in 9 quarters since. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Founders Financial Alliance held 10,255 shares of Invesco S&P 500 Top 50 ETF worth $628K as of Q2 2026.
Founders Financial Alliance bought 338 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $20.6K.
Invesco S&P 500 Top 50 ETF made up 0.08% of Founders Financial Alliance's portfolio in Q2 2026, its #214 holding.
Founders Financial Alliance first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 9 quarters since.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.