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

Founders Financial Securities’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	$352K	Buy	5,744 +920	+19%	+$56.2K	0.02%	437
2026 Q1	$274K	Sell	4,824 -13,270	-73%	-$762K	0.02%	468
2025 Q4	$1.07M	Buy	+18,094	New	+$1.06M	0.06%	270
2025 Q3	–	Sell	-16,582	Closed	-$864K	–	535
2025 Q2	$864K	Sell	16,582 -2,217	-12%	-$105K	0.07%	262
2025 Q1	$858K	Buy	18,799 +14,793	+369%	+$730K	0.07%	242
2024 Q4	$200K	Buy	+4,006	New	+$197K	0.02%	420
2024 Q3	–	Sell	-17,488	Closed	-$800K	–	475
2024 Q2	$800K	Buy	+17,488	New	+$751K	0.08%	213

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 Securities's XLG Position: Q2 2026 in Review

Founders Financial Securities increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 19% in Q2 2026, buying an estimated $56.2K and bringing the position to 5,744 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #437.

Founders Financial Securities first reported a position in XLG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Founders Financial Securities held 5,744 shares of Invesco S&P 500 Top 50 ETF worth $352K as of Q2 2026.
Founders Financial Securities bought 920 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $56.2K.
Invesco S&P 500 Top 50 ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #437 holding.
Founders Financial Securities first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 7 quarters since.
Founders Financial Securities's Invesco S&P 500 Top 50 ETF position peaked at $1.07M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.