Future Financial Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Future Financial Wealth Management’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	$259K	Sell	4,307 -917	-18%	-$56K	0.16%	106
2026 Q1	$310K	Buy	5,224 +648	+14%	+$37.2K	0.2%	91
2025 Q4	$263K	Sell	4,576 -864	-16%	-$50.8K	0.18%	99
2025 Q3	$313K	Sell	5,440 -863	-14%	-$47.2K	0.2%	85
2025 Q2	$328K	Buy	+6,303	New	+$300K	0.22%	82

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

Future Financial Wealth Management's XLG Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 18% in Q2 2026, selling an estimated $56K and leaving 4,307 shares worth $259K. The position accounts for 0.16% of the portfolio, ranked #106.

Future Financial Wealth Management first reported a position in XLG in Q2 2025 and has held it in 5 quarters since. The position peaked at $328K in Q2 2025. 583 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

Future Financial Wealth Management held 4,307 shares of Invesco S&P 500 Top 50 ETF worth $259K as of Q2 2026.
Future Financial Wealth Management sold 917 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $56K.
Invesco S&P 500 Top 50 ETF made up 0.16% of Future Financial Wealth Management's portfolio in Q2 2026, its #106 holding.
Future Financial Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2025 and has held it in 5 quarters since.
Future Financial Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $328K in Q2 2025.
583 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.