BFC Planning, Inc.’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

BFC Planning, Inc.’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	$720K	Sell	11,761 -725	-6%	-$44.3K	0.03%	489
2026 Q1	$681K	Sell	12,486 -130	-1%	-$7.47K	0.03%	471
2025 Q4	$748K	Buy	12,616 +12,078	+2,245%	+$710K	0.03%	438
2025 Q3	$30.9K	Sell	538 -345	-39%	-$18.9K	﹤0.01%	1379
2025 Q2	$46K	Buy	883 +77	+10%	+$3.66K	﹤0.01%	1162
2025 Q1	$37.1K	Buy	806 +426	+112%	+$21K	﹤0.01%	1224
2024 Q4	$19K	Buy	+380	New	+$18.7K	﹤0.01%	1482

Other funds holding XLG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

BFC Planning, Inc.'s XLG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 5.8% in Q2 2026, selling an estimated $44.3K and leaving 11,761 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #489.

BFC Planning, Inc. first reported a position in XLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $748K in Q4 2025. 586 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

BFC Planning, Inc. held 11,761 shares of Invesco S&P 500 Top 50 ETF worth $720K as of Q2 2026.
BFC Planning, Inc. sold 725 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $44.3K.
Invesco S&P 500 Top 50 ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #489 holding.
BFC Planning, Inc. first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco S&P 500 Top 50 ETF position peaked at $748K in Q4 2025.
586 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.