Global Financial Private Client’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Global Financial Private Client’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	$527K	Hold	8,284	–	–	0.15%	156
2026 Q2	$507K	Hold	8,284	–	–	0.14%	167
2026 Q1	$452K	Buy	8,284 +6	+0.1%	+$345	0.15%	164
2025 Q4	$491K	Buy	8,278 +47	+0.6%	+$2.76K	0.17%	148
2025 Q3	$473K	Buy	8,231 +10	+0.1%	+$547	0.17%	149
2025 Q2	$428K	Buy	8,221 +41	+0.5%	+$1.95K	0.16%	151
2025 Q1	$376K	Buy	8,180 +10	+0.1%	+$494	0.14%	150
2024 Q4	$408K	Buy	8,170 +15	+0.2%	+$738	0.15%	149
2024 Q3	$388K	Buy	8,155 +18	+0.2%	+$827	0.15%	149
2024 Q2	$372K	Buy	8,137 +13	+0.2%	+$558	0.16%	145
2024 Q1	$343K	Buy	8,124 +22	+0.3%	+$885	0.15%	144
2023 Q4	$306K	Buy	8,102 +16	+0.2%	+$571	0.14%	149
2023 Q3	$277K	Buy	8,086 +26	+0.3%	+$914	0.14%	145
2023 Q2	$282K	Buy	8,060 +60	+0.8%	+$1.96K	0.14%	150
2023 Q1	$249K	Hold	8,000	–	–	0.13%	139
2022 Q4	$221K	Hold	8,000	–	–	0.12%	133
2022 Q3	$220K	Hold	8,000	–	–	0.13%	136
2022 Q2	$231K	Hold	8,000	–	–	0.13%	127
2022 Q1	$281K	Hold	8,000	–	–	0.14%	129
2021 Q4	$295K	Hold	8,000	–	–	0.14%	123
2021 Q3	$267K	Hold	8,000	–	–	0.14%	120
2021 Q2	$262K	Hold	8,000	–	–	0.15%	118
2021 Q1	$240K	Hold	8,000	–	–	0.17%	104
2020 Q4	$228K	Hold	8,000	–	–	0.18%	97
2020 Q3	$211K	Hold	8,000	–	–	0.18%	91
2020 Q2	$192K	Hold	8,000	–	–	0.17%	110
2020 Q1	$150K	Hold	8,000	–	–	0.16%	115
2019 Q4	$187K	Buy	+8,000	New	+$178K	0.16%	116

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

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

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Global Financial Private Client's XLG Position: Q3 2026 in Review

Global Financial Private Client held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2026 at 8,284 shares worth $527K. The position accounts for 0.15% of the portfolio, ranked #156.

Global Financial Private Client first reported a position in XLG in Q4 2019 and has held it in 28 quarters since. 92 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Global Financial Private Client held 8,284 shares of Invesco S&P 500 Top 50 ETF worth $527K as of Q3 2026.
Global Financial Private Client left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2026.
Invesco S&P 500 Top 50 ETF made up 0.15% of Global Financial Private Client's portfolio in Q3 2026, its #156 holding.
Global Financial Private Client first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and has held it in 28 quarters since.
92 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.